Avaii Wealth Management, LLC Ishares Barclays Transaction History

Avaii Wealth Management, LLC

  • $168 Million
  • Q1 2024

A detailed history of Avaii Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 2,487 shares of IEF stock, worth $234,250. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,487
Previous 7,624 67.38%
Holding current value
$234,250
Previous $734,000 67.98%
% of portfolio
0.14%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
976
Shares Held
222M
Call Options Held
18.3M
Put Options Held
15.1M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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