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 $28.4 Million. This represents 11.78% of its overall portfolio holdings.
Number of Shares
300,668
Previous 288,818
4.1%
Holding current value
$28.4 Million
Previous $27 Million
9.07%
% of portfolio
11.78%
Previous 11.62%
Shares
8 transactions
Others Institutions Holding IEF
# of Institutions
1,022Shares Held
242MCall Options Held
17.5MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.93 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.93 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.91 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.22 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.29% of portfolio