Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Barclays Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 1,168 shares of IEF stock, worth $109,301. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,168

Previous 1,362 14.24%

Holding current value

$109,301

Previous $127,000 10.24%

% of portfolio

0.0%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$92.67 - $99.14 $17,977 - $19,233	-194 Reduced 14.24%	1,168 $114,000
Q2 2024 Aug 13, 2024	SELL	$91.24 - $94.6 $24,726 - $25,636	-271 Reduced 16.6%	1,362 $127,000
Q1 2024 Apr 30, 2024	SELL	$93.54 - $96.82 $5,331 - $5,518	-57 Reduced 3.37%	1,633 $154,000
Q4 2023 Jan 30, 2024	SELL	$88.95 - $97.0 $6,315 - $6,887	-71 Reduced 4.03%	1,690 $162,000
Q2 2023 Jul 19, 2023	BUY	$96.39 - $100.48 $9,639 - $10,048	100 Added 6.02%	1,761 $170,000
Q1 2023 May 10, 2023	SELL	$94.41 - $100.02 $755 - $800	-8 Reduced 0.48%	1,661 $164,000
Q4 2022 Feb 14, 2023	SELL	$92.93 - $99.14 $101,200 - $107,963	-1,089 Reduced 39.49%	1,669 $159,000
Q3 2022 Oct 26, 2022	BUY	$94.56 - $105.6 $1,985 - $2,217	21 Added 0.77%	2,758 $264,000
Q2 2022 Aug 10, 2022	SELL	$98.15 - $106.65 $14,133 - $15,357	-144 Reduced 5.0%	2,737 $279,000
Q4 2021 Feb 14, 2022	SELL	$113.55 - $116.36 $25,775 - $26,413	-227 Reduced 7.3%	2,881 $331,000
Q3 2021 Nov 02, 2021	BUY	$114.96 - $118.18 $23,336 - $23,990	203 Added 6.99%	3,108 $358,000
Q2 2021 Jul 27, 2021	SELL	$113.04 - $115.78 $42,163 - $43,185	-373 Reduced 11.38%	2,905 $340,000
Q1 2021 May 11, 2021	SELL	$112.93 - $119.98 $7,227 - $7,678	-64 Reduced 1.92%	3,278 $370,000
Q4 2020 Feb 09, 2021	SELL	$119.27 - $121.81 $32,202 - $32,888	-270 Reduced 7.48%	3,342 $400,000
Q3 2020 Oct 20, 2020	SELL	$121.18 - $123.06 $1.69 Million - $1.71 Million	-13,916 Reduced 79.39%	3,612 $440,000
Q2 2020 Jul 02, 2020	SELL	$119.77 - $122.41 $2.29 Million - $2.34 Million	-19,154 Reduced 52.22%	17,528 $2.14 Million
Q1 2020 Apr 01, 2020	BUY	$110.73 - $121.48 $3.45 Million - $3.79 Million	31,186 Added 567.43%	36,682 $4.46 Million
Q4 2019 Feb 11, 2020	BUY	$110.18 - $113.81 $26,553 - $27,428	241 Added 4.59%	5,496 $605,000
Q3 2019 Oct 09, 2019	SELL	$108.93 - $114.25 $4,901 - $5,141	-45 Reduced 0.85%	5,255 $591,000
Q2 2019 Aug 14, 2019	SELL	$105.05 - $110.09 $315 - $330	-3 Reduced 0.06%	5,300 $583,000
Q1 2019 May 08, 2019	SELL	$103.43 - $106.84 $11,377 - $11,752	-110 Reduced 2.03%	5,303 $565,000
Q4 2018 Feb 13, 2019	SELL	$99.72 - $104.2 $26,425 - $27,613	-265 Reduced 4.67%	5,413 $564,000
Q2 2018 Aug 16, 2018	BUY	$100.36 - $103.12 $1,505 - $1,546	15 Added 0.26%	5,678 $582,000
Q1 2018 May 15, 2018	SELL	$101.6 - $105.33 $20,726 - $21,487	-204 Reduced 3.48%	5,663 $584,000
Q4 2017 Feb 08, 2018	SELL	$105.0 - $106.86 $1,470 - $1,496	-14 Reduced 0.24%	5,867 $619,000
Q3 2017 Nov 08, 2017	BUY	$106.52 - $107.22 $6,071 - $6,111	57 Added 0.98%	5,881 $626,000
Q2 2017 Aug 15, 2017	BUY	N/A	5,824	5,824 $621,000

Others Institutions Holding IEF

# of Institutions

1,051

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

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About ISHARES BARCLAYS

Ticker IEF
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Barclays Transaction History