Lake Hills Wealth Management, LLC Ishares Barclays Transaction History

Lake Hills Wealth Management, LLC

$150 Million
Q4 2024

A detailed history of Lake Hills Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 54,388 shares of IEF stock, worth $5.1 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares

54,388

Previous 68,823 20.97%

Holding current value

$5.1 Million

Previous $6.75 Million 25.53%

% of portfolio

3.36%

Previous 4.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$92.08 - $98.18 $1.33 Million - $1.42 Million	-14,435 Reduced 20.97%	54,388 $5.03 Million
Q3 2024 Oct 10, 2024	BUY	$92.67 - $99.14 $1.38 Million - $1.48 Million	14,906 Added 27.65%	68,823 $6.75 Million
Q2 2024 Jul 09, 2024	BUY	$91.24 - $94.6 $745,704 - $773,165	8,173 Added 17.87%	53,917 $5.05 Million
Q1 2024 Apr 04, 2024	BUY	$93.54 - $96.82 $4.28 Million - $4.43 Million	45,744 New	45,744 $4.33 Million
Q1 2023 Apr 19, 2023	BUY	$94.41 - $100.02 $1.97 Million - $2.09 Million	20,861 Added 162.57%	33,693 $3.34 Million
Q4 2022 Jan 17, 2023	BUY	$92.93 - $99.14 $1.19 Million - $1.27 Million	12,832 New	12,832 $0
Q2 2022 Jul 25, 2022	SELL	$98.15 - $106.65 $10.8 Million - $11.7 Million	-110,082 Closed	0 $0
Q1 2022 Apr 21, 2022	BUY	$106.08 - $113.93 $5.88 Million - $6.31 Million	55,414 Added 101.36%	110,082 $11.8 Million
Q4 2021 Jan 10, 2022	BUY	$113.55 - $116.36 $6.21 Million - $6.36 Million	54,668 New	54,668 $6.29 Million

Others Institutions Holding IEF

# of Institutions

1,094

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Lake Hills Wealth Management, LLC Ishares Barclays Transaction History