Baker Tilly Wealth Management, LLC Ishares Barclays Transaction History

Baker Tilly Wealth Management, LLC

$239 Million
Q2 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 2,614 shares of IEF stock, worth $257,191. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,614

Previous 16,219 83.88%

Holding current value

$257,191

Previous $1.54 Million 84.1%

% of portfolio

0.1%

Previous 0.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$91.24 - $94.6 $1.24 Million - $1.29 Million	-13,605 Reduced 83.88%	2,614 $244,000
Q1 2024 May 09, 2024	SELL	$93.54 - $96.82 $174,358 - $180,472	-1,864 Reduced 10.31%	16,219 $1.54 Million
Q4 2023 Jan 10, 2024	SELL	$88.95 - $97.0 $48,121 - $52,477	-541 Reduced 2.9%	18,083 $1.74 Million
Q3 2023 Oct 10, 2023	SELL	$91.32 - $97.13 $439,523 - $467,486	-4,813 Reduced 20.54%	18,624 $1.71 Million
Q2 2023 Jul 20, 2023	SELL	$96.39 - $100.48 $27,663 - $28,837	-287 Reduced 1.21%	23,437 $2.26 Million
Q1 2023 Apr 12, 2023	BUY	$94.41 - $100.02 $533,605 - $565,313	5,652 Added 31.27%	23,724 $2.35 Million
Q4 2022 Jan 26, 2023	SELL	$92.93 - $99.14 $230,001 - $245,371	-2,475 Reduced 12.05%	18,072 $0
Q3 2022 Oct 20, 2022	BUY	$94.56 - $105.6 $1.94 Million - $2.17 Million	20,547 New	20,547 $1.97 Million
Q4 2021 Feb 08, 2022	SELL	$113.55 - $116.36 $1.3 Million - $1.33 Million	-11,407 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	$114.96 - $118.18 $11,955 - $12,290	-104 Reduced 0.9%	11,407 $1.31 Million
Q2 2021 Jul 30, 2021	SELL	$113.04 - $115.78 $1,695 - $1,736	-15 Reduced 0.13%	11,511 $1.33 Million
Q1 2021 Apr 28, 2021	BUY	$112.93 - $119.98 $201,241 - $213,804	1,782 Added 18.29%	11,526 $1.3 Million
Q4 2020 Feb 03, 2021	BUY	$119.27 - $121.81 $1.16 Million - $1.19 Million	9,744 New	9,744 $1.17 Million

Others Institutions Holding IEF

# of Institutions

1,002

Shares Held

238M

Call Options Held

17.4M

Put Options Held

14.1M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Account

Baker Tilly Wealth Management, LLC Ishares Barclays Transaction History