Dynamic Wealth Strategies, LLC Ishares Barclays Transaction History

Dynamic Wealth Strategies, LLC

$119 Million
Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 108,132 shares of IEF stock, worth $10.1 Million. This represents 8.63% of its overall portfolio holdings.

Number of Shares

108,132

Previous 107,117 0.95%

Holding current value

$10.1 Million

Previous $9.9 Million 4.14%

% of portfolio

8.63%

Previous 8.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$91.17 - $95.39 $92,537 - $96,820	1,015 Added 0.95%	108,132 $10.3 Million
Q4 2024 Feb 13, 2025	BUY	$92.08 - $98.18 $2.08 Million - $2.22 Million	22,616 Added 26.76%	107,117 $9.9 Million
Q3 2024 Nov 13, 2024	BUY	$92.67 - $99.14 $446,113 - $477,259	4,814 Added 6.04%	84,501 $8.29 Million
Q2 2024 Aug 15, 2024	SELL	$91.24 - $94.6 $81,842 - $84,856	-897 Reduced 1.11%	79,687 $7.46 Million
Q1 2024 May 15, 2024	BUY	$93.54 - $96.82 $1.96 Million - $2.03 Million	20,934 Added 35.09%	80,584 $7.63 Million
Q4 2023 Feb 13, 2024	BUY	$88.95 - $97.0 $5.31 Million - $5.79 Million	59,650 New	59,650 $5.75 Billion

Others Institutions Holding IEF

# of Institutions

1,140

Shares Held

308M

Call Options Held

13M

Put Options Held

6.97M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Dynamic Wealth Strategies, LLC Ishares Barclays Transaction History