Modern Wealth Management, LLC Ishares Barclays Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Modern Wealth Management, LLC holds 49,946 shares of IEF stock, worth $4.63 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
49,946
Previous 42,610 17.22%
Holding current value
$4.63 Million
Previous $3.99 Billion 22.81%
% of portfolio
0.3%
Previous 0.29%

Shares

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

Nov 05, 2024
BUY
$92.67 - $99.14 $679,827 - $727,291
7,336 Added 17.22%
49,946 $4.9 Billion
Q2 2024

Aug 07, 2024
SELL
$91.24 - $94.6 $35,492 - $36,799
-389 Reduced 0.9%
42,610 $3.99 Billion
Q1 2024

May 13, 2024
BUY
$93.54 - $96.82 $76,983 - $79,682
823 Added 1.95%
42,999 $3.98 Billion
Q4 2023

Feb 14, 2024
BUY
$88.95 - $97.0 $3.75 Million - $4.09 Million
42,176 New
42,176 $4.07 Billion

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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