Edmonds Duncan Registered Investment Advisors, LLC Ishares Barclays Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$446 Million
Q3 2024

A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 283,418 shares of IEF stock, worth $26.1 Million. This represents 6.23% of its overall portfolio holdings.

Number of Shares

283,418

Previous 269,688 5.09%

Holding current value

$26.1 Million

Previous $25.3 Million 10.1%

% of portfolio

6.23%

Previous 6.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$92.67 - $99.14 $1.27 Million - $1.36 Million	13,730 Added 5.09%	283,418 $27.8 Million
Q2 2024 Jul 16, 2024	BUY	$91.24 - $94.6 $9.53 Million - $9.88 Million	104,481 Added 63.24%	269,688 $25.3 Million
Q1 2024 Apr 18, 2024	BUY	$93.54 - $96.82 $290,441 - $300,626	3,105 Added 1.92%	165,207 $15.6 Million
Q4 2023 Jan 11, 2024	SELL	$88.95 - $97.0 $453,733 - $494,797	-5,101 Reduced 3.05%	162,102 $15.6 Million
Q3 2023 Oct 16, 2023	BUY	$91.32 - $97.13 $15.3 Million - $16.2 Million	167,203 New	167,203 $15.3 Million

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Edmonds Duncan Registered Investment Advisors, LLC Ishares Barclays Transaction History