Financial & Tax Architects, LLC Ishares Barclays Transaction History

Financial & Tax Architects, LLC

$389 Billion
Q3 2024

A detailed history of Financial & Tax Architects, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 188,170 shares of IEF stock, worth $17.6 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares

188,170

Previous 187,184 0.53%

Holding current value

$17.6 Million

Previous $17.5 Billion 5.32%

% of portfolio

4.75%

Previous 4.7%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$92.67 - $99.14 $91,372 - $97,752	986 Added 0.53%	188,170 $18.5 Billion
Q2 2024 Aug 09, 2024	BUY	$91.24 - $94.6 $407,112 - $422,105	4,462 Added 2.44%	187,184 $17.5 Billion
Q1 2024 May 08, 2024	BUY	$93.54 - $96.82 $17.1 Million - $17.7 Million	182,722 New	182,722 $17.3 Billion
Q2 2023 Jul 25, 2023	BUY	$96.39 - $100.48 $17.3 Million - $18 Million	179,017 New	179,017 $17.3 Billion
Q2 2022 Aug 25, 2023	SELL	$98.15 - $106.65 $510,870 - $555,113	-5,205 Closed	0 $0
Q1 2022 Aug 25, 2023	SELL	$106.08 - $113.93 $18.4 Million - $19.8 Million	-173,812 Reduced 97.09%	5,205 $559 Million
Q4 2021 Aug 25, 2023	BUY	$113.55 - $116.36 $6.32 Million - $6.48 Million	55,696 Added 131.67%	97,996 $11.3 Billion
Q3 2021 Aug 25, 2023	BUY	$114.96 - $118.18 $3.95 Million - $4.06 Million	34,320 Added 430.08%	42,300 $4.87 Billion
Q2 2021 Aug 25, 2023	SELL	$113.04 - $115.78 $277,852 - $284,587	-2,458 Reduced 23.55%	7,980 $922 Million
Q1 2021 Aug 25, 2023	SELL	$112.93 - $119.98 $19 Million - $20.2 Million	-168,579 Reduced 94.17%	10,438 $1.18 Billion

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

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Financial & Tax Architects, LLC Ishares Barclays Transaction History