A detailed history of Morningstar Investment Services LLC transactions in Ishares Barclays stock. As of the latest transaction made, Morningstar Investment Services LLC holds 7,375 shares of IEF stock, worth $691,185. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,375
Previous 4,890 50.82%
Holding current value
$691,185
Previous $460,000 57.83%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 07, 2024

BUY
$92.67 - $99.14 $230,284 - $246,362
2,485 Added 50.82%
7,375 $726,000
Q2 2024

Aug 13, 2024

BUY
$91.24 - $94.6 $175,728 - $182,199
1,926 Added 64.98%
4,890 $460,000
Q1 2024

May 15, 2024

BUY
$93.54 - $96.82 $16,088 - $16,653
172 Added 6.16%
2,964 $281,000
Q4 2023

Feb 13, 2024

BUY
$88.95 - $97.0 $248,348 - $270,824
2,792 New
2,792 $270,000

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Morningstar Investment Services LLC Portfolio

Follow Morningstar Investment Services 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 Morningstar Investment Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Services LLC with notifications on news.