Capital Planning Advisors, LLC Ishares Barclays Transaction History

Capital Planning Advisors, LLC

  • $555 Million
  • Q1 2024

A detailed history of Capital Planning Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 7,347 shares of IEF stock, worth $691,793. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,347
Previous 6,387 15.03%
Holding current value
$691,793
Previous $615,000 13.01%
% of portfolio
0.13%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$93.54 - $96.82 $89,798 - $92,947
960 Added 15.03%
7,347 $695,000
Q4 2023

Feb 12, 2024
SELL
$88.95 - $97.0 $32.4 Million - $35.3 Million
-363,930 Reduced 98.28%
6,387 $615,000
Q3 2023

Oct 30, 2023
SELL
$91.32 - $97.13 $2.18 Million - $2.32 Million
-23,842 Reduced 6.05%
370,317 $33.9 Million
Q2 2023

Aug 01, 2023
BUY
$96.39 - $100.48 $14.4 Million - $15 Million
149,250 Added 60.94%
394,159 $38.1 Million
Q1 2023

May 15, 2023
BUY
$94.41 - $100.02 $23.1 Million - $24.5 Million
244,909 New
244,909 $24.3 Million

Others Institutions Holding IEF

# of Institutions
977
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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