A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 36,617 shares of IEF stock, worth $3.46 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
36,617
Previous 35,314 3.69%
Holding current value
$3.46 Million
Previous $3.47 Million 2.31%
% of portfolio
1.11%
Previous 1.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
$92.08 - $98.18 $119,980 - $127,928
1,303 Added 3.69%
36,617 $3.39 Million
Q3 2024

Nov 04, 2024

BUY
$92.67 - $99.14 $86,090 - $92,101
929 Added 2.7%
35,314 $3.47 Million
Q2 2024

Aug 07, 2024

BUY
$91.24 - $94.6 $666,599 - $691,147
7,306 Added 26.98%
34,385 $3.22 Million
Q1 2024

Apr 30, 2024

BUY
$93.54 - $96.82 $2.53 Million - $2.62 Million
27,079 New
27,079 $2.56 Million
Q4 2020

Jan 26, 2021

SELL
$119.27 - $121.81 $431,638 - $440,830
-3,619 Closed
0 $0
Q3 2020

Oct 07, 2020

BUY
$121.18 - $123.06 $20,721 - $21,043
171 Added 4.96%
3,619 $441,000
Q2 2020

Jul 07, 2020

BUY
$119.77 - $122.41 $412,966 - $422,069
3,448 New
3,448 $419,000

Others Institutions Holding IEF

About ISHARES BARCLAYS


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