Wealth Plan Investment Management, LLC Ishares Barclays Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 2,258 shares of IEF stock, worth $217,626. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,258Holding current value
$217,626% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,173Shares Held
306MCall Options Held
21.8MPut Options Held
4.72M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.56 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.71 Billion0.21% of portfolio
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Morgan Stanley New York, NY12.5MShares$1.21 Billion0.08% of portfolio
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Envestnet Asset Management Inc12.4MShares$1.2 Billion0.37% of portfolio
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Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.12 Billion0.29% of portfolio