Forte Asset Management LLC Ishares Barclays Transaction History

Forte Asset Management LLC

  • $165 Million
  • Q1 2024

A detailed history of Forte Asset Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Forte Asset Management LLC holds 42,974 shares of IEF stock, worth $3.99 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
42,974
Previous 37,474 14.68%
Holding current value
$3.99 Million
Previous $3.61 Million 12.6%
% of portfolio
2.47%
Previous 2.47%

Shares

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

May 03, 2024
BUY
$93.54 - $96.82 $514,470 - $532,510
5,500 Added 14.68%
42,974 $4.07 Million
Q4 2023

Jan 31, 2024
BUY
$88.95 - $97.0 $3.33 Million - $3.63 Million
37,474 New
37,474 $3.61 Million
Q3 2022

Oct 24, 2022
BUY
$96.7 - $105.6 $217,381 - $237,388
2,248 Added 49.96%
6,748 $648,000
Q2 2022

Jul 22, 2022
BUY
$98.15 - $106.65 $441,675 - $479,925
4,500 New
4,500 $460,000

Others Institutions Holding IEF

# of Institutions
973
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
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