Wallace Advisory Group, LLC Ishares Barclays Transaction History

Wallace Advisory Group, LLC

$145 Billion
Q4 2024

A detailed history of Wallace Advisory Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 18,487 shares of IEF stock, worth $1.75 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

18,487

Previous 19,941 7.29%

Holding current value

$1.75 Million

Previous $1.87 Billion 2.87%

% of portfolio

1.25%

Previous 1.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$92.08 - $98.18 $133,884 - $142,753	-1,454 Reduced 7.29%	18,487 $1.81 Billion
Q3 2024 Oct 04, 2024	SELL	$92.67 - $99.14 $22,889 - $24,487	-247 Reduced 1.22%	19,941 $1.87 Billion
Q2 2024 Aug 14, 2024	SELL	$91.24 - $94.6 $152,827 - $158,455	-1,675 Reduced 7.66%	20,188 $1.89 Billion
Q1 2024 Apr 12, 2024	SELL	$93.54 - $96.82 $394,645 - $408,483	-4,219 Reduced 16.18%	21,863 $2.11 Billion
Q4 2023 Jan 08, 2024	SELL	$88.95 - $97.0 $117,680 - $128,331	-1,323 Reduced 4.83%	26,082 $2.39 Billion
Q3 2023 Oct 05, 2023	SELL	$91.32 - $97.13 $87,575 - $93,147	-959 Reduced 3.38%	27,405 $2.65 Billion
Q1 2023 May 10, 2023	BUY	$94.41 - $100.02 $88,273 - $93,518	935 Added 3.41%	28,364 $2.81 Billion
Q4 2022 Feb 21, 2023	BUY	$92.93 - $99.14 $2.55 Million - $2.72 Million	27,429 New	27,429 $2.63 Billion

Others Institutions Holding IEF

# of Institutions

1,100

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Wallace Advisory Group, LLC Ishares Barclays Transaction History