Veridan Wealth LLC Ishares Barclays Transaction History

Veridan Wealth LLC

$213 Billion
Q4 2024

A detailed history of Veridan Wealth LLC transactions in Ishares Barclays stock. As of the latest transaction made, Veridan Wealth LLC holds 19,465 shares of IEF stock, worth $1.84 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

19,465

Holding current value

$1.84 Million

% of portfolio

0.85%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$92.08 - $98.18 $1.79 Million - $1.91 Million	19,465 New	19,465 $1.81 Billion

Others Institutions Holding IEF

# of Institutions

1,100

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.65 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.52 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.47 Billion
1.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.15 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.1 Billion
0.29% of portfolio

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Veridan Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Veridan Wealth LLC with notifications on news.

Account

Veridan Wealth LLC Ishares Barclays Transaction History