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 $1.7 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
18,039
Previous 16,881
6.86%
Holding current value
$1.7 Million
Previous $1.67 Million
4.12%
% of portfolio
0.42%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,052Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.93 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.62 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.33 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.24 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.2 Billion0.41% of portfolio