One Charles Private Wealth Services, LLC Ishares Barclays Transaction History

One Charles Private Wealth Services, LLC

  • $226 Million
  • Q1 2024

A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Barclays stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 13,214 shares of IEF stock, worth $1.24 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
13,214
Previous 8,641 52.92%
Holding current value
$1.24 Million
Previous $832,000 50.24%
% of portfolio
0.55%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$93.54 - $96.82 $427,758 - $442,757
4,573 Added 52.92%
13,214 $1.25 Million
Q4 2023

Feb 06, 2024
BUY
$88.95 - $97.0 $370,387 - $403,908
4,164 Added 93.01%
8,641 $832,000
Q3 2023

Nov 13, 2023
BUY
$91.32 - $97.13 $74,699 - $79,452
818 Added 22.36%
4,477 $410,000
Q2 2023

Aug 08, 2023
BUY
$96.39 - $100.48 $352,691 - $367,656
3,659 New
3,659 $353,000

Others Institutions Holding IEF

# of Institutions
974
Shares Held
222M
Call Options Held
18.3M
Put Options Held
15.1M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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