Circle Wealth Management, LLC Ishares Barclays Transaction History

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

A detailed history of Circle Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Circle Wealth Management, LLC holds 48,879 shares of IEF stock, worth $4.57 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
48,879
Previous 21,143 131.18%
Holding current value
$4.57 Million
Previous $1.98 Million 142.22%
% of portfolio
0.11%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$92.67 - $99.14 $2.57 Million - $2.75 Million
27,736 Added 131.18%
48,879 $4.8 Million
Q1 2024

May 14, 2024
SELL
$93.54 - $96.82 $183,899 - $190,348
-1,966 Reduced 8.51%
21,143 $2 Million
Q3 2023

Nov 14, 2023
BUY
$91.32 - $97.13 $2.11 Million - $2.24 Million
23,109 New
23,109 $2.12 Million

Others Institutions Holding IEF

# of Institutions
1,050
Shares Held
280M
Call Options Held
13.2M
Put Options Held
13.9M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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