Intercontinental Wealth Advisors, LLC Ishares Barclays Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 18,039 shares of IEF stock, worth $1.74 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
18,039
Previous 16,881
6.86%
Holding current value
$1.74 Million
Previous $1.67 Million
4.12%
% of portfolio
0.42%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,178Shares Held
341MCall 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