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 $1.72 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
18,039
Previous 16,881
6.86%
Holding current value
$1.72 Million
Previous $1.67 Million
4.12%
% of portfolio
0.42%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,101Shares Held
279MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.68 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.54 Billion0.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.16 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.11 Billion0.29% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.64MShares$916 Million0.6% of portfolio