Birchcreek Wealth Management, LLC Ishares Barclays Transaction History
Birchcreek Wealth Management, LLC
- $174 Million
- Q2 2024
A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 8,135 shares of IEF stock, worth $768,920. This represents 0.44% of its overall portfolio holdings.
Number of Shares
8,135
Previous 5,140
58.27%
Holding current value
$768,920
Previous $486,000
56.58%
% of portfolio
0.44%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding IEF
# of Institutions
1,021Shares Held
242MCall Options Held
17.5MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.93 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.93 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.91 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.22 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.29% of portfolio