Wealth Care Investment Partners, LLC Ishares Barclays Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 11,756 shares of IEF stock, worth $1.1 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
11,756
Previous 14,567
19.3%
Holding current value
$1.1 Million
Previous $1.43 Million
24.0%
% of portfolio
0.5%
Previous 0.65%
Shares
8 transactions
Others Institutions Holding IEF
# of Institutions
1,094Shares Held
294MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.61 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.51 Billion0.2% of portfolio
-
Wealthfront Advisers LLC15.6MShares$1.46 Billion1.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.14 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.09 Billion0.29% of portfolio