Golden State Equity Partners Ishares Barclays Transaction History

Golden State Equity Partners

$402 Million
Q4 2023

A detailed history of Golden State Equity Partners transactions in Ishares Barclays stock. As of the latest transaction made, Golden State Equity Partners holds 9,852 shares of IEF stock, worth $927,959. This represents 0.24% of its overall portfolio holdings.

Number of Shares

9,852

Previous 21,025 53.14%

Holding current value

$927,959

Previous $1.93 Million 50.7%

% of portfolio

0.24%

Previous 0.55%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	SELL	$88.95 - $97.0 $993,838 - $1.08 Million	-11,173 Reduced 53.14%	9,852 $949,000
Q3 2023 Oct 20, 2023	BUY	$91.32 - $97.13 $96,981 - $103,152	1,062 Added 5.32%	21,025 $1.93 Million
Q2 2023 Jul 19, 2023	BUY	$96.39 - $100.48 $1.92 Million - $2.01 Million	19,963 New	19,963 $1.93 Million
Q1 2023 Jun 01, 2023	SELL	$94.41 - $100.02 $1.75 Million - $1.85 Million	-18,495 Closed	0 $0
Q1 2022 May 18, 2022	BUY	$106.08 - $113.93 $1 Million - $1.08 Million	9,465 Added 104.82%	18,495 $1.99 Million

Q1 2022 May 16, 2022	SELL	$106.08 - $113.93 $2.35 Million - $2.52 Million	-22,126 Reduced 71.02%	9,030 $1.02 Million
Q4 2021 Feb 11, 2022	BUY	$113.55 - $116.36 $2.26 Million - $2.32 Million	19,936 Added 177.68%	31,156 $3.58 Million
Q3 2021 Nov 15, 2021	BUY	$114.96 - $118.18 $189,224 - $194,524	1,646 Added 17.19%	11,220 $1.29 Million
Q2 2021 Aug 12, 2021	BUY	$113.04 - $115.78 $61,493 - $62,984	544 Added 6.02%	9,574 $1.11 Million
Q1 2021 May 13, 2021	SELL	$112.93 - $119.98 $27,216 - $28,915	-241 Reduced 2.6%	9,030 $1.02 Million
Q4 2020 Feb 08, 2021	BUY	$119.27 - $121.81 $1.11 Million - $1.13 Million	9,271 New	9,271 $1.11 Million

Others Institutions Holding IEF

# of Institutions

976

Shares Held

222M

Call Options Held

18.3M

Put Options Held

15.1M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Golden State Equity Partners Ishares Barclays Transaction History