Marcum Wealth, LLC Ishares Barclays Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,435 shares of IEF stock, worth $227,867. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,435
Previous 2,365 2.96%
Holding current value
$227,867
Previous $221,000 7.69%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$92.67 - $99.14 $6,486 - $6,939
70 Added 2.96%
2,435 $238,000
Q2 2024

Jul 02, 2024
BUY
$91.24 - $94.6 $215,782 - $223,729
2,365 New
2,365 $221,000
Q2 2023

Jul 13, 2023
BUY
$96.39 - $100.48 $7,903 - $8,239
82 Added 3.98%
2,143 $207,000
Q1 2023

Apr 19, 2023
BUY
$94.41 - $100.02 $194,579 - $206,141
2,061 New
2,061 $204,000
Q1 2020

May 14, 2020
SELL
$110.73 - $121.48 $259,551 - $284,749
-2,344 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$110.18 - $113.81 $258,261 - $266,770
2,344 New
2,344 $258,000

Others Institutions Holding IEF

# of Institutions
1,051
Shares Held
280M
Call Options Held
13.2M
Put Options Held
13.9M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email