A detailed history of Access Financial Services, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Access Financial Services, Inc. holds 17,517 shares of IEF stock, worth $1.72 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
17,517
Previous 18,879 7.21%
Holding current value
$1.72 Million
Previous $1.79 Million 8.23%
% of portfolio
0.87%
Previous 0.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$91.24 - $94.6 $124,268 - $128,845
-1,362 Reduced 7.21%
17,517 $1.64 Million
Q1 2024

Apr 22, 2024

SELL
$93.54 - $96.82 $454,510 - $470,448
-4,859 Reduced 20.47%
18,879 $1.79 Million
Q4 2023

Jan 18, 2024

BUY
$88.95 - $97.0 $1.61 Million - $1.76 Million
18,128 Added 323.14%
23,738 $2.29 Million
Q2 2023

Aug 07, 2023

SELL
$96.39 - $100.48 $281,555 - $293,502
-2,921 Reduced 34.24%
5,610 $541,000
Q1 2023

Apr 21, 2023

SELL
$94.41 - $100.02 $110,554 - $117,123
-1,171 Reduced 12.07%
8,531 $845,000
Q4 2022

Jan 19, 2023

BUY
$92.93 - $99.14 $587,224 - $626,465
6,319 Added 186.79%
9,702 $0
Q3 2022

Oct 18, 2022

BUY
$94.56 - $105.6 $53,426 - $59,664
565 Added 20.05%
3,383 $325,000
Q2 2022

Jul 20, 2022

BUY
$98.15 - $106.65 $276,586 - $300,539
2,818 New
2,818 $288,000

Others Institutions Holding IEF

About ISHARES BARCLAYS


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

Track Access Financial Services, Inc. Portfolio

Follow Access Financial Services, Inc. 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 Access Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Access Financial Services, Inc. with notifications on news.