Lumature Wealth Partners, LLC Ishares Barclays Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 60 shares of IEF stock, worth $5,569. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,569

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$96.39 - $100.48 $5,783 - $6,028	60 New	60 $5,000
Q4 2022 Feb 14, 2023	SELL	$92.93 - $99.14 $53,527 - $57,104	-576 Reduced 84.83%	103 $9,000
Q3 2022 Nov 10, 2022	SELL	$94.56 - $105.6 $87,940 - $98,208	-930 Reduced 57.8%	679 $65,000
Q2 2022 Aug 10, 2022	SELL	$98.15 - $106.65 $1.55 Million - $1.69 Million	-15,800 Reduced 90.76%	1,609 $165,000
Q1 2022 May 13, 2022	BUY	$106.08 - $113.93 $19,518 - $20,963	184 Added 1.07%	17,409 $1.87 Million
Q4 2021 Feb 10, 2022	SELL	$113.55 - $116.36 $88,796 - $90,993	-782 Reduced 4.34%	17,225 $1.98 Million
Q3 2021 Oct 29, 2021	BUY	$114.96 - $118.18 $49,662 - $51,053	432 Added 2.46%	18,007 $2.08 Million
Q2 2021 Aug 10, 2021	BUY	$113.04 - $115.78 $212,967 - $218,129	1,884 Added 12.01%	17,575 $2.03 Million
Q1 2021 May 11, 2021	BUY	$112.93 - $119.98 $945,788 - $1 Million	8,375 Added 114.48%	15,691 $1.77 Million
Q4 2020 Feb 08, 2021	BUY	$119.27 - $121.81 $872,579 - $891,161	7,316 New	7,316 $878,000

Others Institutions Holding IEF

# of Institutions

1,093

Shares Held

295M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Lumature Wealth Partners, LLC Ishares Barclays Transaction History