Bergan Kdv Wealth Management, LLC Ishares Barclays Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 11 shares of IEF stock, worth $1,014. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 340 96.76%

Holding current value

$1,014

Previous $33,000 96.97%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$96.39 - $100.48 $31,712 - $33,057	-329 Reduced 96.76%	11 $1,000
Q1 2023 Apr 27, 2023	BUY	$94.41 - $100.02 $28,606 - $30,306	303 Added 818.92%	340 $33,000
Q3 2022 Oct 24, 2022	BUY	$94.56 - $105.6 $378 - $422	4 Added 12.12%	37 $4,000
Q1 2021 May 11, 2021	SELL	$112.93 - $119.98 $10,728 - $11,398	-95 Reduced 74.22%	33 $4,000
Q4 2020 Feb 04, 2021	SELL	$119.27 - $121.81 $834 - $852	-7 Reduced 5.19%	128 $15,000
Q3 2020 Nov 05, 2020	SELL	$121.18 - $123.06 $1,938 - $1,968	-16 Reduced 10.6%	135 $16,000
Q2 2020 Aug 13, 2020	SELL	$119.77 - $122.41 $8,862 - $9,058	-74 Reduced 32.89%	151 $18,000
Q1 2020 Apr 24, 2020	SELL	$110.73 - $121.48 $20,595 - $22,595	-186 Reduced 45.26%	225 $27,000
Q4 2019 Feb 10, 2020	BUY	$110.18 - $113.81 $2,974 - $3,072	27 Added 7.03%	411 $45,000
Q3 2019 Nov 08, 2019	SELL	$108.93 - $114.25 $762 - $799	-7 Reduced 1.79%	384 $43,000
Q2 2019 Aug 12, 2019	BUY	$105.05 - $110.09 $525 - $550	5 Added 1.3%	391 $43,000
Q1 2019 May 09, 2019	SELL	$103.43 - $106.84 $310 - $320	-3 Reduced 0.77%	386 $41,000
Q4 2018 Feb 01, 2019	BUY	$99.72 - $104.2 $1,894 - $1,979	19 Added 5.14%	389 $41,000
Q3 2018 Nov 09, 2018	SELL	$100.79 - $102.89 $503 - $514	-5 Reduced 1.33%	370 $37,000
Q2 2018 Jul 23, 2018	BUY	$100.36 - $103.12 $37,635 - $38,670	375 New	375 $38,000

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Account

Bergan Kdv Wealth Management, LLC Ishares Barclays Transaction History