A detailed history of Avaii Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 2,873 shares of IEF stock, worth $266,068. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,873
Previous 2,598 10.59%
Holding current value
$266,068
Previous $243,000 15.64%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Oct 16, 2024

BUY
$92.67 - $99.14 $25,484 - $27,263
275 Added 10.59%
2,873 $281,000
Q2 2024

Jul 31, 2024

BUY
$91.24 - $94.6 $10,127 - $10,500
111 Added 4.46%
2,598 $243,000
Q1 2024

Apr 29, 2024

SELL
$93.54 - $96.82 $480,514 - $497,364
-5,137 Reduced 67.38%
2,487 $235,000
Q4 2023

Feb 05, 2024

BUY
$88.95 - $97.0 $65,823 - $71,780
740 Added 10.75%
7,624 $734,000
Q3 2023

Oct 24, 2023

BUY
$91.32 - $97.13 $48,764 - $51,867
534 Added 8.41%
6,884 $630,000
Q2 2023

Jul 31, 2023

BUY
$96.39 - $100.48 $612,076 - $638,048
6,350 New
6,350 $613,000
Q1 2022

Apr 14, 2022

SELL
$106.08 - $113.93 $1 Million - $1.07 Million
-9,427 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$113.55 - $116.36 $1.07 Million - $1.1 Million
9,427 New
9,427 $1.08 Million

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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