Gradient Investments LLC Ishares Barclays Transaction History

Gradient Investments LLC

$3.55 Billion
Q1 2024

A detailed history of Gradient Investments LLC transactions in Ishares Barclays stock. As of the latest transaction made, Gradient Investments LLC holds 626 shares of IEF stock, worth $58,944. This represents 0.0% of its overall portfolio holdings.

Number of Shares

626

Previous 137,603 99.55%

Holding current value

$58,944

Previous $13.3 Million 99.56%

% of portfolio

0.0%

Previous 0.37%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$93.54 - $96.82 $12.8 Million - $13.3 Million	-136,977 Reduced 99.55%	626 $59,000
Q4 2023 Jan 18, 2024	SELL	$88.95 - $97.0 $2.58 Million - $2.82 Million	-29,045 Reduced 17.43%	137,603 $13.3 Million
Q3 2023 Oct 27, 2023	BUY	$91.32 - $97.13 $469,658 - $499,539	5,143 Added 3.18%	166,648 $15.3 Million
Q2 2023 Jul 11, 2023	BUY	$96.39 - $100.48 $15.6 Million - $16.2 Million	161,505 New	161,505 $15.6 Million
Q3 2022 Oct 14, 2022	SELL	$96.7 - $105.6 $773 - $844	-8 Reduced 44.44%	10 $1,000

Q2 2022 Jul 11, 2022	BUY	$98.15 - $106.65 $1,079 - $1,173	11 Added 157.14%	18 $2,000
Q1 2022 May 26, 2022	BUY	$106.08 - $113.93 $424 - $455	4 Added 133.33%	7 $1,000
Q4 2021 Jan 12, 2022	SELL	$113.55 - $116.36 $2,838 - $2,909	-25 Reduced 89.29%	3 $0
Q3 2021 Oct 18, 2021	SELL	$114.96 - $118.18 $574 - $590	-5 Reduced 15.15%	28 $3,000
Q2 2021 Jul 12, 2021	BUY	$113.04 - $115.78 $565 - $578	5 Added 17.86%	33 $4,000
Q1 2021 Apr 21, 2021	SELL	$112.93 - $119.98 $5,194 - $5,519	-46 Reduced 62.16%	28 $3,000
Q3 2020 Oct 06, 2020	SELL	$121.18 - $123.06 $4,968 - $5,045	-41 Reduced 35.65%	74 $9,000
Q2 2020 Jul 10, 2020	SELL	$119.77 - $122.41 $23,594 - $24,114	-197 Reduced 63.14%	115 $14,000
Q1 2020 Apr 07, 2020	BUY	$110.73 - $121.48 $31,447 - $34,500	284 Added 1014.29%	312 $38,000
Q4 2019 Jan 15, 2020	SELL	$110.18 - $113.81 $29,087 - $30,045	-264 Reduced 90.41%	28 $3,000
Q3 2019 Oct 10, 2019	BUY	$108.93 - $114.25 $15,576 - $16,337	143 Added 95.97%	292 $33,000
Q2 2019 Jul 16, 2019	BUY	$105.05 - $110.09 $7,563 - $7,926	72 Added 93.51%	149 $16,000
Q1 2019 Apr 11, 2019	BUY	$103.43 - $106.84 $5,068 - $5,235	49 Added 175.0%	77 $8,000
Q3 2018 Oct 11, 2018	BUY	$100.79 - $102.89 $2,822 - $2,880	28 New	28 $3,000
Q2 2018 Aug 09, 2018	SELL	$100.36 - $103.12 $22,781 - $23,408	-227 Closed	0 $0
Q1 2018 Apr 11, 2018	BUY	$101.6 - $105.33 $23,063 - $23,909	227 New	227 $23,000

Others Institutions Holding IEF

# of Institutions

977

Shares Held

222M

Call Options Held

18.3M

Put Options Held

15.1M

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About ISHARES BARCLAYS

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Gradient Investments LLC Ishares Barclays Transaction History