Intercontinental Wealth Advisors, LLC Ishares Barclays Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 18,039 shares of IEF stock, worth $1.72 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
18,039
Previous 16,881
6.86%
Holding current value
$1.72 Million
Previous $1.67 Million
4.12%
% of portfolio
0.42%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,153Shares Held
305MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.24 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.68 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio