Wellspring Financial Advisors, LLC Ishares Barclays Transaction History
Wellspring Financial Advisors, LLC
- $633 Billion
- Q1 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 138,306 shares of IEF stock, worth $13 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
138,306
Previous 95,428
44.93%
Holding current value
$13 Million
Previous $9.2 Billion
42.33%
% of portfolio
2.07%
Previous 2.29%
Shares
8 transactions
Others Institutions Holding IEF
# of Institutions
974Shares Held
222MCall Options Held
18.3MPut Options Held
15.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.83 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.4 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.15 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$960 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$895 Million0.63% of portfolio