Phillips Wealth Planners LLC Ishares Barclays Transaction History

Phillips Wealth Planners LLC

$100 Billion
Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Barclays stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 4,430 shares of IEF stock, worth $413,407. This represents 0.4% of its overall portfolio holdings.

Number of Shares

4,430

Previous 4,424 0.14%

Holding current value

$413,407

Previous $426 Million 5.06%

% of portfolio

0.4%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$92.08 - $98.18 $552 - $589	6 Added 0.14%	4,430 $405 Million
Q3 2024 Oct 28, 2024	BUY	$92.67 - $99.14 $2,131 - $2,280	23 Added 0.52%	4,424 $426 Million
Q2 2024 Aug 02, 2024	BUY	$91.24 - $94.6 $10,675 - $11,068	117 Added 2.73%	4,401 $414 Million
Q1 2024 Apr 29, 2024	SELL	$93.54 - $96.82 $49,202 - $50,927	-526 Reduced 10.94%	4,284 $391 Million
Q4 2023 Feb 12, 2024	BUY	$88.95 - $97.0 $48,388 - $52,768	544 Added 12.75%	4,810 $457 Million
Q3 2023 Oct 30, 2023	BUY	$91.32 - $97.13 $32,235 - $34,286	353 Added 9.02%	4,266 $379 Million
Q2 2023 Jul 26, 2023	BUY	$96.39 - $100.48 $14,747 - $15,373	153 Added 4.07%	3,913 $378 Million
Q1 2023 May 15, 2023	SELL	$94.41 - $100.02 $5,759 - $6,101	-61 Reduced 1.6%	3,760 $370 Million
Q4 2022 Feb 14, 2023	BUY	$92.93 - $99.14 $355,085 - $378,813	3,821 New	3,821 $371 Million

Others Institutions Holding IEF

# of Institutions

1,090

Shares Held

301M

Call Options Held

19.7M

Put Options Held

14.2M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Phillips Wealth Planners LLC Ishares Barclays Transaction History