Wellspring Financial Advisors, LLC Ishares Barclays Transaction History
Wellspring Financial Advisors, LLC
- $838 Billion
- Q3 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 113,401 shares of IEF stock, worth $10.5 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
113,401
Previous 141,937
20.1%
Holding current value
$10.5 Million
Previous $13.3 Billion
16.29%
% of portfolio
1.33%
Previous 1.81%
Shares
10 transactions
Others Institutions Holding IEF
# of Institutions
1,055Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.84 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.56 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.3 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.21 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.18 Billion0.41% of portfolio