Wealth Trak Capital Management LLC Ishares Barclays Transaction History
Wealth Trak Capital Management LLC
- $116 Billion
- Q1 2025
A detailed history of Wealth Trak Capital Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 39,792 shares of IEF stock, worth $3.82 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
39,792
Previous 39,328
1.18%
Holding current value
$3.82 Million
Previous $3.64 Billion
4.38%
% of portfolio
3.27%
Previous 3.07%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,138Shares Held
308MCall Options Held
13MPut Options Held
6.97M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.28 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.7 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.08 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.07 Billion0.08% of portfolio