Forza Wealth Management, LLC Ishares Barclays Transaction History

Forza Wealth Management, LLC

$218 Billion
Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Forza Wealth Management, LLC holds 52,073 shares of IEF stock, worth $4.89 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

52,073

Previous 52,494 0.8%

Holding current value

$4.89 Million

Previous $4.92 Billion 3.93%

% of portfolio

2.34%

Previous 2.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$92.67 - $99.14 $39,014 - $41,737	-421 Reduced 0.8%	52,073 $5.11 Billion
Q1 2024 Apr 22, 2024	BUY	$93.54 - $96.82 $402,222 - $416,325	4,300 Added 8.92%	52,494 $4.97 Billion
Q4 2023 Jan 24, 2024	BUY	$88.95 - $97.0 $3.58 Million - $3.9 Million	40,225 Added 504.77%	48,194 $4.65 Billion
Q3 2023 Oct 24, 2023	BUY	$91.32 - $97.13 $246,563 - $262,251	2,700 Added 51.24%	7,969 $730 Million
Q2 2023 Jul 25, 2023	BUY	$96.39 - $100.48 $507,878 - $529,429	5,269 New	5,269 $509 Million

Others Institutions Holding IEF

# of Institutions

1,024

Shares Held

242M

Call Options Held

17.5M

Put Options Held

14.1M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Forza Wealth Management, LLC Ishares Barclays Transaction History