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 $6 Million. This represents 3.94% of its overall portfolio holdings.

Number of Shares

62,239

Previous 57,109 8.98%

Holding current value

$6 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

1,173

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mgo Private Wealth, LLC with notifications on news.

Account

Mgo Private Wealth, LLC Ishares Barclays Transaction History