Ica Group Wealth Management, LLC Ishares Barclays Transaction History

Ica Group Wealth Management, LLC

$493 Million
Q1 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 33,317 shares of IEF stock, worth $3.12 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

33,317

Previous 29,965 11.19%

Holding current value

$3.12 Million

Previous $2.89 Million 9.18%

% of portfolio

0.64%

Previous 0.65%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$93.54 - $96.82 $313,546 - $324,540	3,352 Added 11.19%	33,317 $3.15 Million
Q4 2023 Mar 07, 2024	BUY	$88.95 - $97.0 $1.77 Million - $1.93 Million	19,850 Added 196.24%	29,965 $2.89 Million
Q3 2023 Nov 13, 2023	BUY	$91.32 - $97.13 $135,884 - $144,529	1,488 Added 17.25%	10,115 $926,000
Q2 2023 Aug 11, 2023	BUY	$96.39 - $100.48 $459,491 - $478,988	4,767 Added 123.5%	8,627 $833,000
Q1 2023 May 12, 2023	SELL	$94.41 - $100.02 $133,684 - $141,628	-1,416 Reduced 26.84%	3,860 $382,000

Q4 2022 Feb 14, 2023	SELL	$93.25 - $99.14 $22,100 - $23,496	-237 Reduced 4.3%	5,276 $505,000
Q3 2022 Nov 10, 2022	BUY	$96.7 - $105.6 $31,814 - $34,742	329 Added 6.35%	5,513 $529,000
Q2 2022 Oct 03, 2022	BUY	$98.15 - $106.65 $97,561 - $106,010	994 Added 23.72%	5,184 $531,000
Q1 2022 Oct 03, 2022	BUY	$106.08 - $113.93 $444,475 - $477,366	4,190 New	4,190 $427,000

Others Institutions Holding IEF

# of Institutions

977

Shares Held

222M

Call Options Held

18.3M

Put Options Held

15.1M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Ica Group Wealth Management, LLC Ishares Barclays Transaction History