My Wealth Management Inc. Ishares Barclays Transaction History
My Wealth Management Inc.
- $114 Million
- Q3 2025
A detailed history of My Wealth Management Inc. transactions in Ishares Barclays stock. As of the latest transaction made, My Wealth Management Inc. holds 46,491 shares of IEF stock, worth $4.48 Million. This represents 3.93% of its overall portfolio holdings.
Number of Shares
46,491
Previous 46,552
0.13%
Holding current value
$4.48 Million
Previous $4.46 Million
0.58%
% of portfolio
3.93%
Previous 4.27%
Shares
9 transactions
Others Institutions Holding IEF
# of Institutions
1,181Shares Held
341MCall Options Held
16.7MPut Options Held
15.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio