Wealth Management Resources, Inc. Ishares Barclays Transaction History
Wealth Management Resources, Inc.
- $250 Million
- Q3 2024
A detailed history of Wealth Management Resources, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 300,668 shares of IEF stock, worth $27.7 Million. This represents 11.78% of its overall portfolio holdings.
Number of Shares
300,668
Previous 288,818
4.1%
Holding current value
$27.7 Million
Previous $27 Million
9.07%
% of portfolio
11.78%
Previous 11.62%
Shares
8 transactions
Others Institutions Holding IEF
# of Institutions
1,055Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.84 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.56 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.3 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.21 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.18 Billion0.41% of portfolio