Brass Tax Wealth Management, Inc Ishares Barclays Transaction History

Brass Tax Wealth Management, Inc

  • $476 Billion
  • Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Barclays stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 2,327 shares of IEF stock, worth $221,949. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,327
Previous 2,377 2.1%
Holding current value
$221,949
Previous $220 Million 0.99%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$91.17 - $95.39 $4,558 - $4,769
-50 Reduced 2.1%
2,327 $222 Million
Q4 2024

Apr 29, 2025
SELL
$92.08 - $98.18 $9,484 - $10,112
-103 Reduced 4.15%
2,377 $220 Million
Q3 2024

Dec 12, 2024
SELL
$92.67 - $99.14 $22,704 - $24,289
-245 Reduced 8.99%
2,480 $243,000
Q2 2024

Dec 12, 2024
BUY
$91.24 - $94.6 $248,629 - $257,784
2,725 New
2,725 $255 Million
Q1 2024

Jul 31, 2024
BUY
$93.54 - $96.82 $275,101 - $284,747
2,941 New
2,941 $278 Million

Others Institutions Holding IEF

# of Institutions
1,153
Shares Held
305M
Call Options Held
6.96M
Put Options Held
4.1M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email