Wealth Plan Investment Management, LLC Ishares Barclays Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 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 $217,761. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,258
Previous 2,258
-0.0%
Holding current value
$217,761
Previous $216,000
0.46%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,190Shares Held
343MCall Options Held
16.7MPut Options Held
15.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio