Eisner Amper Wealth Management Corporate Benefits, LLC Ishares Barclays Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 17,716 shares of IEF stock, worth $1.74 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

17,716

Previous 31,182 43.19%

Holding current value

$1.74 Million

Previous $2.86 Million 40.2%

% of portfolio

0.62%

Previous 1.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 03, 2024	SELL	$88.95 - $97.0 $1.2 Million - $1.31 Million	-13,466 Reduced 43.19%	17,716 $1.71 Million
Q3 2023 Oct 10, 2023	SELL	$91.32 - $97.13 $13,241 - $14,083	-145 Reduced 0.46%	31,182 $2.86 Million
Q2 2023 Jul 11, 2023	SELL	$96.39 - $100.48 $26,603 - $27,732	-276 Reduced 0.87%	31,327 $3.03 Million
Q1 2023 Apr 04, 2023	BUY	$94.41 - $100.02 $1.26 Million - $1.33 Million	13,336 Added 73.01%	31,603 $3.13 Million
Q4 2022 Jan 03, 2023	SELL	$92.93 - $99.14 $1.01 Million - $1.08 Million	-10,898 Reduced 37.37%	18,267 $1.75 Million
Q3 2022 Oct 03, 2022	BUY	$94.56 - $105.6 $2.76 Million - $3.08 Million	29,165 New	29,165 $2.8 Million
Q4 2021 Jan 03, 2022	SELL	$113.55 - $116.36 $1.17 Million - $1.2 Million	-10,312 Closed	0 $0
Q3 2021 Oct 01, 2021	BUY	$114.96 - $118.18 $401,785 - $413,039	3,495 Added 51.27%	10,312 $1.19 Million
Q2 2021 Jul 01, 2021	BUY	$113.04 - $115.78 $265,078 - $271,504	2,345 Added 52.44%	6,817 $787,000
Q1 2021 Apr 01, 2021	BUY	$112.93 - $119.98 $134,725 - $143,136	1,193 Added 36.38%	4,472 $505,000
Q4 2020 Jan 04, 2021	BUY	$119.27 - $121.81 $45,799 - $46,775	384 Added 13.26%	3,279 $393,000
Q3 2020 Oct 01, 2020	BUY	$121.18 - $123.06 $21,691 - $22,027	179 Added 6.59%	2,895 $353,000
Q2 2020 Jul 01, 2020	BUY	$119.77 - $122.41 $50,662 - $51,779	423 Added 18.45%	2,716 $331,000
Q1 2018 Apr 02, 2018	BUY	$101.6 - $105.33 $232,968 - $241,521	2,293 New	2,293 $237,000

Others Institutions Holding IEF

# of Institutions

1,002

Shares Held

238M

Call Options Held

17.4M

Put Options Held

14.1M

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About ISHARES BARCLAYS

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Eisner Amper Wealth Management Corporate Benefits, LLC Ishares Barclays Transaction History