West Chester Capital Advisors, Inc Ishares Barclays Transaction History
West Chester Capital Advisors, Inc
- $195 Million
- Q3 2025
A detailed history of West Chester Capital Advisors, Inc transactions in Ishares Barclays stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 239,583 shares of IEF stock, worth $23.1 Million. This represents 11.88% of its overall portfolio holdings.
Number of Shares
239,583
Previous 236,506
1.3%
Holding current value
$23.1 Million
Previous $22.7 Million
2.03%
% of portfolio
11.88%
Previous 11.36%
Shares
5 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