A detailed history of Retirement Financial Solutions, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 155,947 shares of IEF stock, worth $14.4 Million. This represents 6.7% of its overall portfolio holdings.

Number of Shares
155,947
Previous 153,956 1.29%
Holding current value
$14.4 Million
Previous $14.4 Billion 6.13%
% of portfolio
6.7%
Previous 6.79%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$92.67 - $99.14 $184,505 - $197,387
1,991 Added 1.29%
155,947 $15.3 Billion
Q2 2024

Aug 05, 2024

BUY
$91.24 - $94.6 $817,054 - $847,143
8,955 Added 6.18%
153,956 $14.4 Billion
Q1 2024

May 10, 2024

BUY
$93.54 - $96.82 $737,095 - $762,941
7,880 Added 5.75%
145,001 $13.7 Billion
Q4 2023

Jan 18, 2024

SELL
$88.95 - $97.0 $1.1 Million - $1.2 Million
-12,379 Reduced 8.28%
137,121 $13.2 Billion
Q3 2023

Oct 20, 2023

SELL
$91.32 - $97.13 $545,454 - $580,157
-5,973 Reduced 3.84%
149,500 $13.7 Billion
Q2 2023

Jul 18, 2023

BUY
$96.39 - $100.48 $1.2 Million - $1.25 Million
12,468 Added 8.72%
155,473 $15 Billion
Q1 2023

Apr 26, 2023

BUY
$94.41 - $100.02 $899,160 - $952,590
9,524 Added 7.14%
143,005 $14.2 Billion
Q4 2022

Jan 18, 2023

BUY
$92.93 - $99.14 $12.4 Million - $13.2 Million
133,481 New
133,481 $12.8 Billion

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Retirement Financial Solutions, LLC Portfolio

Follow Retirement Financial Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Financial Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Financial Solutions, LLC with notifications on news.