Wealthcare Capital Management LLC Ishares Barclays Transaction History
Wealthcare Capital Management LLC
- $881 Million
- Q3 2025
A detailed history of Wealthcare Capital Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 1,864,523 shares of IEF stock, worth $180 Million. This represents 20.4% of its overall portfolio holdings.
Number of Shares
1,864,523
Previous 1,773,268
5.15%
Holding current value
$180 Million
Previous $170 Million
5.9%
% of portfolio
20.4%
Previous 18.32%
Shares
35 transactions
Others Institutions Holding IEF
# of Institutions
1,179Shares 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