Executive Wealth Management, LLC Ishares Barclays Transaction History

Executive Wealth Management, LLC

  • $1.09 Billion
  • Q1 2024

A detailed history of Executive Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Executive Wealth Management, LLC holds 77,059 shares of IEF stock, worth $7.26 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
77,059
Previous 69,778 10.43%
Holding current value
$7.26 Million
Previous $6.73 Million 8.46%
% of portfolio
0.67%
Previous 0.66%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$93.54 - $96.82 $681,064 - $704,946
7,281 Added 10.43%
77,059 $7.29 Million
Q4 2023

Jan 26, 2024
SELL
$88.95 - $97.0 $141,163 - $153,939
-1,587 Reduced 2.22%
69,778 $6.73 Million
Q3 2023

Nov 07, 2023
SELL
$91.32 - $97.13 $13,971 - $14,860
-153 Reduced 0.21%
71,365 $6.54 Million
Q2 2023

Aug 02, 2023
SELL
$96.39 - $100.48 $82,027 - $85,508
-851 Reduced 1.18%
71,518 $6.91 Million
Q1 2023

May 11, 2023
BUY
$94.41 - $100.02 $648,596 - $687,137
6,870 Added 10.49%
72,369 $7.17 Million
Q4 2022

Feb 13, 2023
BUY
$93.25 - $99.14 $5.72 Million - $6.08 Million
61,335 Added 1472.98%
65,499 $6.27 Million
Q3 2022

Nov 10, 2022
SELL
$96.7 - $105.6 $4.33 Million - $4.73 Million
-44,796 Reduced 91.5%
4,164 $4.16 Million
Q2 2022

Jul 26, 2022
BUY
$98.15 - $106.65 $502,920 - $546,474
5,124 Added 11.69%
48,960 $5.01 Million
Q1 2022

Apr 13, 2022
BUY
$106.08 - $113.93 $4.65 Million - $4.99 Million
43,825 Added 398409.09%
43,836 $4.71 Million
Q3 2019

Oct 30, 2019
SELL
$108.93 - $114.25 $980 - $1,028
-9 Reduced 45.0%
11 $1,000
Q1 2019

May 02, 2019
SELL
$103.43 - $106.84 $82,537 - $85,258
-798 Reduced 97.56%
20 $2,000
Q4 2018

Feb 19, 2019
BUY
$99.72 - $104.2 $81,570 - $85,235
818 New
818 $85,000

Others Institutions Holding IEF

# of Institutions
977
Shares Held
222M
Call Options Held
18.3M
Put Options Held
15.1M
View Full List

About ISHARES BARCLAYS

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

Track Executive Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email