Napa Wealth Management Ishares Barclays Transaction History

Napa Wealth Management

$184 Billion
Q4 2023

A detailed history of Napa Wealth Management transactions in Ishares Barclays stock. As of the latest transaction made, Napa Wealth Management holds 21,297 shares of IEF stock, worth $1.99 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

21,297

Holding current value

$1.99 Million

% of portfolio

1.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 22, 2024	BUY	$88.95 - $97.0 $1.89 Million - $2.07 Million	21,297 New	21,297 $2.05 Billion

Others Institutions Holding IEF

# of Institutions

974

Shares Held

222M

Call Options Held

18.3M

Put Options Held

15.1M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.5M
Shares

$1.83 Billion
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

15M
Shares

$1.4 Billion
0.13% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$1.15 Billion
0.44% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10.2M
Shares

$960 Million
0.27% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.56M
Shares

$895 Million
0.63% of portfolio

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Napa Wealth Management Ishares Barclays Transaction History