A detailed history of First Purpose Wealth LLC transactions in Ishares Barclays stock. As of the latest transaction made, First Purpose Wealth LLC holds 8,895 shares of IEF stock, worth $823,765. This represents 0.31% of its overall portfolio holdings.

Number of Shares
8,895
Previous 8,511 4.51%
Holding current value
$823,765
Previous $820,000 2.68%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Apr 22, 2024

BUY
$93.54 - $96.82 $35,919 - $37,178
384 Added 4.51%
8,895 $842,000
Q4 2023

Apr 22, 2024

BUY
$88.95 - $97.0 $8,361 - $9,118
94 Added 1.12%
8,511 $820,000
Q3 2023

Oct 30, 2023

BUY
$91.32 - $97.13 $107,757 - $114,613
1,180 Added 16.31%
8,417 $770,000
Q2 2023

Jul 21, 2023

BUY
$96.39 - $100.48 $289 - $301
3 Added 0.04%
7,237 $699,000
Q1 2023

May 03, 2023

BUY
$94.41 - $100.02 $111,026 - $117,623
1,176 Added 19.41%
7,234 $717,000
Q4 2022

Jan 26, 2023

SELL
$92.93 - $99.14 $9,293 - $9,914
-100 Reduced 1.62%
6,058 $0
Q3 2022

Oct 24, 2022

BUY
$94.56 - $105.6 $582,300 - $650,284
6,158 New
6,158 $591,000

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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