Archetype Wealth Partners Ishares Barclays Transaction History
Archetype Wealth Partners
- $686 Million
- Q4 2024
A detailed history of Archetype Wealth Partners transactions in Ishares Barclays stock. As of the latest transaction made, Archetype Wealth Partners holds 290,479 shares of IEF stock, worth $27.5 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
290,479
Previous 99,604
191.63%
Holding current value
$27.5 Million
Previous $9.77 Million
174.79%
% of portfolio
3.91%
Previous 1.42%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,098Shares Held
294MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.66 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.53 Billion0.2% of portfolio
-
Wealthfront Advisers LLC15.6MShares$1.48 Billion1.2% 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