Pacific Wealth Management Ishares Barclays Transaction History
Pacific Wealth Management
- $199 Million
- Q3 2025
A detailed history of Pacific Wealth Management transactions in Ishares Barclays stock. As of the latest transaction made, Pacific Wealth Management holds 135,483 shares of IEF stock, worth $13.1 Million. This represents 6.58% of its overall portfolio holdings.
Number of Shares
135,483
Previous 134,178
0.97%
Holding current value
$13.1 Million
Previous $12.9 Million
1.7%
% of portfolio
6.58%
Previous 6.34%
Shares
11 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