Jessup Wealth Management, Inc Ishares Barclays Transaction History

Jessup Wealth Management, Inc

  • $238 Billion
  • Q1 2025

A detailed history of Jessup Wealth Management, Inc transactions in Ishares Barclays stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 99,253 shares of IEF stock, worth $9.4 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares
99,253
Previous 55,635 78.4%
Holding current value
$9.4 Million
Previous $5.14 Billion 84.04%
% of portfolio
3.98%
Previous 2.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$91.17 - $95.39 $3.98 Million - $4.16 Million
43,618 Added 78.4%
99,253 $9.47 Billion
Q4 2024

Jan 31, 2025
BUY
$92.08 - $98.18 $5.12 Million - $5.46 Million
55,635 New
55,635 $5.14 Billion

Others Institutions Holding IEF

# of Institutions
1,137
Shares Held
306M
Call Options Held
13M
Put Options Held
4.14M
View Full List

About ISHARES BARCLAYS

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