Mgo Private Wealth, LLC Ishares Barclays Transaction History

Mgo Private Wealth, LLC

$151 Million
Q2 2025

A detailed history of Mgo Private Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 62,239 shares of IEF stock, worth $5.9 Million. This represents 3.94% of its overall portfolio holdings.

Number of Shares

62,239

Previous 57,109 8.98%

Holding current value

$5.9 Million

Previous $5.45 Million 9.44%

% of portfolio

3.94%

Previous 3.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$93.15 - $96.56 $477,859 - $495,352	5,130 Added 8.98%	62,239 $5.96 Million
Q1 2025 Apr 21, 2025	BUY	$91.17 - $95.39 $3.89 Million - $4.06 Million	42,613 Added 293.96%	57,109 $5.45 Million
Q4 2024 Feb 10, 2025	BUY	$92.08 - $98.18 $1.11 Million - $1.18 Million	12,014 Added 484.05%	14,496 $1.34 Million
Q1 2024 Apr 18, 2024	SELL	$93.54 - $96.82 $18,708 - $19,364	-200 Reduced 7.46%	2,482 $234,000
Q4 2023 Feb 05, 2024	SELL	$88.95 - $97.0 $1.5 Million - $1.64 Million	-16,915 Reduced 86.31%	2,682 $258,000
Q3 2023 Nov 01, 2023	SELL	$91.32 - $97.13 $1.14 Million - $1.21 Million	-12,455 Reduced 38.86%	19,597 $1.79 Million
Q2 2023 Jul 13, 2023	BUY	$96.39 - $100.48 $3.09 Million - $3.22 Million	32,052 New	32,052 $3.1 Million

Others Institutions Holding IEF

# of Institutions

1,142

Shares Held

305M

Call Options Held

13M

Put Options Held

4.14M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Mgo Private Wealth, LLC Ishares Barclays Transaction History