New Wave Wealth Advisors LLC Ishares Barclays Transaction History
New Wave Wealth Advisors LLC
- $223 Billion
- Q1 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Barclays stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 7,302 shares of IEF stock, worth $685,292. This represents 0.31% of its overall portfolio holdings.
Number of Shares
7,302
Previous 23
31647.83%
Holding current value
$685,292
Previous $2.13 Million
32655.97%
% of portfolio
0.31%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,138Shares Held
306MCall Options Held
13MPut Options Held
7.14M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.16 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.63 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.16 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.05 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.04 Billion0.08% of portfolio