Strategic Wealth Partners, Ltd. Ishares Barclays Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Barclays stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 74,600 shares of IEF stock, worth $6.99 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

74,600

Previous 6,046 1133.87%

Holding current value

$6.99 Million

Previous $566,000 1193.11%

% of portfolio

0.77%

Previous 0.06%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$92.67 - $99.14 $1,112 - $1,189	12 Added 0.2%	6,058 $594,000
Q2 2024 Oct 08, 2024	SELL	$91.24 - $94.6 $27,645 - $28,663	-303 Reduced 4.77%	6,046 $566,000
Q1 2024 May 20, 2024	BUY	$93.54 - $96.82 $56,217 - $58,188	601 Added 10.46%	6,349 $600,000
Q4 2023 May 20, 2024	BUY	$88.95 - $97.0 $263,736 - $287,605	2,965 Added 106.54%	5,748 $554,000
Q3 2023 May 20, 2024	SELL	$91.32 - $97.13 $52,326 - $55,655	-573 Reduced 17.07%	2,783 $254,000
Q2 2023 May 20, 2024	BUY	$96.39 - $100.48 $52,725 - $54,962	547 Added 19.47%	3,356 $324,000
Q1 2023 Apr 24, 2023	SELL	$94.41 - $100.02 $47,488 - $50,310	-503 Reduced 15.19%	2,809 $278,000
Q4 2022 Apr 24, 2023	BUY	$92.93 - $99.14 $8,084 - $8,625	87 Added 2.7%	3,312 $317,000
Q3 2022 Apr 24, 2023	BUY	$94.56 - $105.6 $82,456 - $92,083	872 Added 37.06%	3,225 $312,000
Q2 2022 Aug 22, 2022	SELL	$98.15 - $106.65 $19,826 - $21,543	-202 Reduced 7.91%	2,353 $241,000
Q1 2022 May 19, 2022	SELL	$106.08 - $113.93 $6.21 Million - $6.67 Million	-58,554 Reduced 95.82%	2,555 $274,000
Q4 2021 Feb 11, 2022	BUY	$113.55 - $116.36 $751,701 - $770,303	6,620 Added 12.15%	61,109 $7.03 Million
Q3 2021 Nov 12, 2021	SELL	$114.96 - $118.18 $57,939 - $59,562	-504 Reduced 0.92%	54,489 $6.28 Million
Q2 2021 Aug 25, 2021	SELL	$113.04 - $115.78 $44,989 - $46,080	-398 Reduced 0.72%	54,993 $6.35 Million
Q1 2021 May 24, 2021	BUY	$112.93 - $119.98 $504,006 - $535,470	4,463 Added 8.76%	55,391 $6.26 Million
Q4 2020 Feb 18, 2021	SELL	$119.27 - $121.81 $455,134 - $464,826	-3,816 Reduced 6.97%	50,928 $6.11 Million
Q3 2020 Nov 10, 2020	BUY	$121.18 - $123.06 $6.16 Million - $6.25 Million	50,801 Added 1288.38%	54,744 $6.67 Million
Q2 2020 Aug 11, 2020	BUY	$119.77 - $122.41 $472,253 - $482,662	3,943 New	3,943 $481,000
Q4 2019 Jan 30, 2020	SELL	$110.18 - $113.81 $13,111 - $13,543	-119 Closed	0 $0
Q3 2019 Oct 28, 2019	BUY	$108.93 - $114.25 $2,396 - $2,513	22 Added 22.68%	119 $13,000
Q2 2019 Aug 06, 2019	BUY	$105.05 - $110.09 $10,189 - $10,678	97 New	97 $10,000

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Account

Strategic Wealth Partners, Ltd. Ishares Barclays Transaction History