L.M. Kohn & Company Ishares Barclays Transaction History

L.M. Kohn & Company

$365 Million
Q2 2024

A detailed history of L.M. Kohn & Company transactions in Ishares Barclays stock. As of the latest transaction made, L.M. Kohn & Company holds 6,030 shares of IEF stock, worth $581,834. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,030

Previous 6,820 11.58%

Holding current value

$581,834

Previous $645,000 12.56%

% of portfolio

0.15%

Previous 0.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$91.24 - $94.6 $72,079 - $74,734	-790 Reduced 11.58%	6,030 $564,000
Q1 2024 Apr 25, 2024	BUY	$93.54 - $96.82 $140,029 - $144,939	1,497 Added 28.12%	6,820 $645,000
Q4 2023 Feb 09, 2024	BUY	$88.95 - $97.0 $36,825 - $40,158	414 Added 8.43%	5,323 $513,000
Q3 2023 Nov 06, 2023	SELL	$91.32 - $97.13 $204,556 - $217,571	-2,240 Reduced 31.33%	4,909 $449,000
Q2 2023 Aug 08, 2023	SELL	$96.39 - $100.48 $676,850 - $705,570	-7,022 Reduced 49.55%	7,149 $690,000
Q1 2023 May 08, 2023	SELL	$94.41 - $100.02 $193,257 - $204,740	-2,047 Reduced 12.62%	14,171 $1.4 Million
Q4 2022 Feb 08, 2023	BUY	$92.93 - $99.14 $45,535 - $48,578	490 Added 3.12%	16,218 $1.55 Million
Q3 2022 Oct 19, 2022	BUY	$94.56 - $105.6 $156,402 - $174,662	1,654 Added 11.75%	15,728 $1.51 Million
Q2 2022 Aug 05, 2022	SELL	$98.15 - $106.65 $920,058 - $999,737	-9,374 Reduced 39.98%	14,074 $1.44 Million
Q1 2022 May 25, 2022	BUY	$106.08 - $113.93 $2.49 Million - $2.67 Million	23,448 New	23,448 $2.52 Million

Others Institutions Holding IEF

# of Institutions

1,003

Shares Held

239M

Call Options Held

17.4M

Put Options Held

14.1M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of L.M. Kohn & Company, based on Form 13F filings with the SEC.

News

Stay updated on L.M. Kohn & Company with notifications on news.

Account