My Wealth Management Inc. Ishares Barclays Transaction History
My Wealth Management Inc.
- $100 Million
- Q4 2024
A detailed history of My Wealth Management Inc. transactions in Ishares Barclays stock. As of the latest transaction made, My Wealth Management Inc. holds 144,071 shares of IEF stock, worth $13.7 Million. This represents 13.3% of its overall portfolio holdings.
Number of Shares
144,071
Previous 144,442
0.26%
Holding current value
$13.7 Million
Previous $14.2 Million
6.02%
% of portfolio
13.3%
Previous 14.38%
Shares
6 transactions
Others Institutions Holding IEF
# of Institutions
1,100Shares Held
295MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.68 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.54 Billion0.2% of portfolio
-
Wealthfront Advisers LLC15.6MShares$1.48 Billion1.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.16 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.11 Billion0.29% of portfolio