Leo Wealth, LLC Ishares Barclays Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Leo Wealth, LLC holds 269,399 shares of IEF stock, worth $25.2 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

269,399

Previous 329,439 18.22%

Holding current value

$25.2 Million

Previous $32.3 Billion 22.95%

% of portfolio

2.23%

Previous 2.95%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$92.08 - $98.18 $5.53 Million - $5.89 Million	-60,040 Reduced 18.22%	269,399 $24.9 Billion
Q3 2024 Oct 21, 2024	BUY	$92.67 - $99.14 $2.89 Million - $3.1 Million	31,226 Added 10.47%	329,439 $32.3 Billion
Q2 2024 Jul 17, 2024	SELL	$91.24 - $94.6 $1.51 Million - $1.57 Million	-16,551 Reduced 5.26%	298,213 $27.7 Billion
Q1 2024 May 09, 2024	BUY	$93.54 - $96.82 $2.83 Million - $2.93 Million	30,261 Added 10.64%	314,764 $29.5 Billion
Q4 2023 Mar 14, 2024	BUY	$88.95 - $97.0 $25.3 Million - $27.6 Million	284,503 New	284,503 $27.2 Billion

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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