Circle Wealth Management, LLC Ishares Barclays Transaction History

Circle Wealth Management, LLC

  • $4.71 Billion
  • Q4 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 42,285 shares of IEF stock, worth $3.96 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
42,285
Previous 48,879 13.49%
Holding current value
$3.96 Million
Previous $4.8 Million 18.49%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Feb 14, 2025
SELL
$92.08 - $98.18 $607,175 - $647,398
-6,594 Reduced 13.49%
42,285 $3.91 Million
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
1,094
Shares Held
294M
Call Options Held
14.3M
Put Options Held
8.92M
View Full List

About ISHARES BARCLAYS

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

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, LLC 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email