Forza Wealth Management, LLC Ishares Barclays Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Forza Wealth Management, LLC holds 52,073 shares of IEF stock, worth $4.82 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
52,073
Previous 52,494 0.8%
Holding current value
$4.82 Million
Previous $4.92 Billion 3.93%
% of portfolio
2.34%
Previous 2.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$92.67 - $99.14 $39,014 - $41,737
-421 Reduced 0.8%
52,073 $5.11 Billion
Q1 2024

Apr 22, 2024
BUY
$93.54 - $96.82 $402,222 - $416,325
4,300 Added 8.92%
52,494 $4.97 Billion
Q4 2023

Jan 24, 2024
BUY
$88.95 - $97.0 $3.58 Million - $3.9 Million
40,225 Added 504.77%
48,194 $4.65 Billion
Q3 2023

Oct 24, 2023
BUY
$91.32 - $97.13 $246,563 - $262,251
2,700 Added 51.24%
7,969 $730 Million
Q2 2023

Jul 25, 2023
BUY
$96.39 - $100.48 $507,878 - $529,429
5,269 New
5,269 $509 Million

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

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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