Iams Wealth Management, LLC Ishares Barclays Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
A detailed history of Iams Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Iams Wealth Management, LLC holds 6,332 shares of IEF stock, worth $598,627. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,332
Previous 5,286
19.79%
Holding current value
$598,627
Previous $489 Million
23.57%
% of portfolio
0.28%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,104Shares Held
281MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.65 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.53 Billion0.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.16 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.1 Billion0.29% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.64MShares$911 Million0.6% of portfolio