Wealth Trust Asset Management, LLC Ishares Barclays Transaction History
Wealth Trust Asset Management, LLC
- $132 Million
- Q3 2024
A detailed history of Wealth Trust Asset Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 51,738 shares of IEF stock, worth $4.84 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
51,738
Previous 44,609
15.98%
Holding current value
$4.84 Million
Previous $4.18 Million
21.52%
% of portfolio
3.83%
Previous 3.09%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,051Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.9 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.6 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.32 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.23 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.19 Billion0.41% of portfolio