Hcr Wealth Advisors Ishares Barclays Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Barclays stock. As of the latest transaction made, Hcr Wealth Advisors holds 21,520 shares of IEF stock, worth $2.02 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

21,520

Previous 16,245 32.47%

Holding current value

$2.02 Million

Previous $1.52 Million 38.79%

% of portfolio

0.28%

Previous 0.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$92.67 - $99.14 $488,834 - $522,963	5,275 Added 32.47%	21,520 $2.11 Million
Q1 2024 May 10, 2024	BUY	$93.54 - $96.82 $65,478 - $67,774	700 Added 4.5%	16,245 $1.54 Million
Q4 2023 Feb 09, 2024	BUY	$88.95 - $97.0 $664,456 - $724,590	7,470 Added 92.51%	15,545 $1.5 Million
Q2 2023 Aug 09, 2023	SELL	$96.39 - $100.48 $53,014 - $55,264	-550 Reduced 6.38%	8,075 $780,000
Q3 2022 Nov 07, 2022	BUY	$94.56 - $105.6 $146,568 - $163,680	1,550 Added 21.91%	8,625 $828,000
Q2 2022 Aug 12, 2022	SELL	$98.15 - $106.65 $49,075 - $53,325	-500 Reduced 6.6%	7,075 $724,000
Q1 2022 May 05, 2022	SELL	$106.08 - $113.93 $21,216 - $22,786	-200 Reduced 2.57%	7,575 $814,000
Q4 2021 Feb 04, 2022	BUY	$113.55 - $116.36 $124,905 - $127,996	1,100 Added 16.48%	7,775 $894,000
Q3 2021 Nov 02, 2021	BUY	$114.96 - $118.18 $218,424 - $224,542	1,900 Added 39.79%	6,675 $769,000
Q2 2021 Jul 21, 2021	SELL	$113.04 - $115.78 $123,778 - $126,779	-1,095 Reduced 18.65%	4,775 $551,000
Q1 2021 May 13, 2021	BUY	$112.93 - $119.98 $662,899 - $704,282	5,870 New	5,870 $663,000
Q2 2020 Jul 30, 2020	SELL	$119.77 - $122.41 $2.92 Million - $2.99 Million	-24,420 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$110.73 - $121.48 $11,073 - $12,148	-100 Reduced 0.41%	24,420 $2.97 Million
Q4 2019 Feb 07, 2020	SELL	$110.18 - $113.81 $34,155 - $35,281	-310 Reduced 1.25%	24,520 $2.7 Million
Q3 2019 Nov 07, 2019	BUY	$108.93 - $114.25 $192,261 - $201,651	1,765 Added 7.65%	24,830 $2.79 Million
Q2 2019 Jul 25, 2019	SELL	$105.05 - $110.09 $4,202 - $4,403	-40 Reduced 0.17%	23,065 $2.54 Million
Q1 2019 May 10, 2019	BUY	$103.43 - $106.84 $1.42 Million - $1.46 Million	13,689 Added 145.38%	23,105 $2.47 Million
Q4 2018 Jan 31, 2019	BUY	$99.72 - $104.2 $938,963 - $981,147	9,416 New	9,416 $981,000

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

Ticker IEF
Sector ETFs
Industry ETFs

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Hcr Wealth Advisors Ishares Barclays Transaction History