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 $225,505. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,435
Previous 2,365 2.96%
Holding current value
$225,505
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
1,055
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
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