A detailed history of Creative Planning transactions in Ishares Barclays stock. As of the latest transaction made, Creative Planning holds 50,226 shares of IEF stock, worth $4.61 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50,226
Previous 56,200 10.63%
Holding current value
$4.61 Million
Previous $5.26 Million 6.37%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 11, 2024

SELL
$92.67 - $99.14 $553,610 - $592,262
-5,974 Reduced 10.63%
50,226 $4.93 Million
Q2 2024

Aug 15, 2024

SELL
$91.24 - $94.6 $691,964 - $717,446
-7,584 Reduced 11.89%
56,200 $5.26 Million
Q1 2024

May 10, 2024

BUY
$93.54 - $96.82 $2.49 Million - $2.58 Million
26,605 Added 71.56%
63,784 $6.04 Million
Q4 2023

Feb 14, 2024

SELL
$88.95 - $97.0 $18,768 - $20,467
-211 Reduced 0.56%
37,179 $3.58 Million
Q3 2023

Nov 16, 2023

BUY
$91.32 - $97.13 $495,867 - $527,415
5,430 Added 16.99%
37,390 $3.42 Million
Q2 2023

Jul 21, 2023

SELL
$96.39 - $100.48 $1.07 Million - $1.11 Million
-11,081 Reduced 25.75%
31,960 $3.09 Million
Q1 2023

May 15, 2023

BUY
$94.41 - $100.02 $2.02 Million - $2.14 Million
21,437 Added 99.23%
43,041 $4.27 Million
Q4 2022

Feb 10, 2023

SELL
$92.93 - $99.14 $1.94 Million - $2.07 Million
-20,840 Reduced 49.1%
21,604 $2.07 Million
Q3 2022

Nov 03, 2022

BUY
$94.56 - $105.6 $2.05 Million - $2.29 Million
21,651 Added 104.13%
42,444 $4.07 Million
Q2 2022

Aug 15, 2022

SELL
$98.15 - $106.65 $1.59 Million - $1.73 Million
-16,243 Reduced 43.86%
20,793 $2.13 Million
Q1 2022

May 16, 2022

SELL
$106.08 - $113.93 $653,452 - $701,808
-6,160 Reduced 14.26%
37,036 $3.98 Million
Q4 2021

Feb 11, 2022

SELL
$113.55 - $116.36 $311,013 - $318,710
-2,739 Reduced 5.96%
43,196 $4.97 Million
Q3 2021

Nov 10, 2021

SELL
$114.96 - $118.18 $185,085 - $190,269
-1,610 Reduced 3.39%
45,935 $5.29 Million
Q2 2021

Aug 04, 2021

SELL
$113.04 - $115.78 $831,974 - $852,140
-7,360 Reduced 13.4%
47,545 $5.49 Million
Q1 2021

Apr 30, 2021

SELL
$112.93 - $119.98 $2.38 Million - $2.53 Million
-21,057 Reduced 27.72%
54,905 $6.2 Million
Q4 2020

Jan 29, 2021

BUY
$119.27 - $121.81 $3.33 Million - $3.4 Million
27,880 Added 57.98%
75,962 $9.11 Million
Q3 2020

Nov 05, 2020

BUY
$121.18 - $123.06 $217,760 - $221,138
1,797 Added 3.88%
48,082 $5.86 Million
Q2 2020

Jul 23, 2020

SELL
$119.77 - $122.41 $276,908 - $283,011
-2,312 Reduced 4.76%
46,285 $5.64 Million
Q1 2020

May 05, 2020

SELL
$110.73 - $121.48 $149,596 - $164,119
-1,351 Reduced 2.7%
48,597 $5.9 Million
Q4 2019

Jan 30, 2020

BUY
$110.18 - $113.81 $58,395 - $60,319
530 Added 1.07%
49,948 $5.51 Million
Q3 2019

Nov 01, 2019

BUY
$108.93 - $114.25 $371,995 - $390,163
3,415 Added 7.42%
49,418 $5.56 Million
Q2 2019

Jul 26, 2019

BUY
$105.05 - $110.09 $1.67 Million - $1.76 Million
15,942 Added 53.03%
46,003 $5.06 Million
Q1 2019

Apr 24, 2019

BUY
$103.43 - $106.84 $587,999 - $607,385
5,685 Added 23.32%
30,061 $3.21 Million
Q4 2018

Feb 01, 2019

BUY
$99.72 - $104.2 $36,796 - $38,449
369 Added 1.54%
24,376 $2.54 Million
Q3 2018

Oct 25, 2018

SELL
$100.79 - $102.89 $319,302 - $325,955
-3,168 Reduced 11.66%
24,007 $2.43 Million
Q2 2018

Jul 20, 2018

SELL
$100.36 - $103.12 $55,097 - $56,612
-549 Reduced 1.98%
27,175 $2.79 Million
Q1 2018

Apr 18, 2018

SELL
$101.6 - $105.33 $28,448 - $29,492
-280 Reduced 1.0%
27,724 $2.86 Million
Q4 2017

Jan 17, 2018

SELL
$105.0 - $106.86 $640,605 - $651,952
-6,101 Reduced 17.89%
28,004 $2.96 Million
Q3 2017

Oct 17, 2017

BUY
$106.52 - $107.22 $3.63 Million - $3.66 Million
34,105
34,105 $3.63 Million

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.