Accurate Wealth Management, LLC Ishares Barclays Transaction History

Accurate Wealth Management, LLC

$482 Million
Q1 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 137,273 shares of IEF stock, worth $13.2 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares

137,273

Previous 3,786 3525.81%

Holding current value

$13.2 Million

Previous $350,000 3629.43%

% of portfolio

2.71%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$91.17 - $95.39 $12.2 Million - $12.7 Million	133,487 Added 3525.81%	137,273 $13.1 Million
Q4 2024 Jan 14, 2025	SELL	$92.08 - $98.18 $91,803 - $97,885	-997 Reduced 20.84%	3,786 $350,000
Q3 2024 Oct 17, 2024	BUY	$92.67 - $99.14 $215,828 - $230,897	2,329 Added 94.91%	4,783 $469,000
Q2 2024 Jul 17, 2024	BUY	$91.24 - $94.6 $223,902 - $232,148	2,454 New	2,454 $229,000
Q4 2022 Jan 11, 2023	BUY	$92.93 - $99.14 $97,948 - $104,493	1,054 New	1,054 $0
Q2 2022 Aug 04, 2022	BUY	$98.15 - $106.65 $2.14 Million - $2.33 Million	21,808 Added 663.66%	25,094 $2.56 Million
Q1 2022 May 10, 2022	SELL	$106.08 - $113.93 $6.47 Million - $6.95 Million	-61,000 Reduced 94.89%	3,286 $353,000
Q4 2021 Feb 08, 2022	SELL	$113.55 - $116.36 $2.05 Million - $2.11 Million	-18,095 Reduced 21.97%	64,286 $9.83 Million
Q3 2021 Oct 22, 2021	BUY	$114.96 - $118.18 $9.47 Million - $9.74 Million	82,381 New	82,381 $11.9 Million

Others Institutions Holding IEF

# of Institutions

1,123

Shares Held

285M

Call Options Held

14.3M

Put Options Held

8.91M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Accurate Wealth Management, LLC Ishares Barclays Transaction History