Palumbo Wealth Management LLC Ishares Barclays Transaction History

Palumbo Wealth Management LLC

$217 Million
Q1 2024

A detailed history of Palumbo Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 86,695 shares of IEF stock, worth $8.12 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares

86,695

Previous 89,729 3.38%

Holding current value

$8.12 Million

Previous $8.65 Million 5.11%

% of portfolio

3.78%

Previous 4.54%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$93.54 - $96.82 $283,800 - $293,751	-3,034 Reduced 3.38%	86,695 $8.21 Million
Q4 2023 Jan 22, 2024	SELL	$88.95 - $97.0 $2.27 Million - $2.47 Million	-25,485 Reduced 22.12%	89,729 $8.65 Million
Q3 2023 Oct 16, 2023	SELL	$91.32 - $97.13 $813,021 - $864,748	-8,903 Reduced 7.17%	115,214 $10.6 Million
Q2 2023 Jul 26, 2023	BUY	$96.39 - $100.48 $118,559 - $123,590	1,230 Added 1.0%	124,117 $12 Million
Q1 2023 May 04, 2023	BUY	$94.41 - $100.02 $340,442 - $360,672	3,606 Added 3.02%	122,887 $12.2 Million

Q4 2022 Feb 13, 2023	BUY	$93.25 - $99.14 $2.73 Million - $2.9 Million	29,242 Added 32.48%	119,281 $11.4 Million
Q3 2022 Nov 14, 2022	SELL	$96.7 - $105.6 $4.13 Million - $4.51 Million	-42,733 Reduced 32.19%	90,039 $8.64 Million
Q2 2022 Aug 12, 2022	BUY	$98.15 - $106.65 $4.76 Million - $5.17 Million	48,510 Added 57.57%	132,772 $13.6 Million
Q1 2022 May 10, 2022	SELL	$106.08 - $113.93 $3.83 Million - $4.11 Million	-36,068 Reduced 29.97%	84,262 $9.06 Million
Q4 2021 Feb 16, 2022	BUY	$113.55 - $116.36 $208,137 - $213,287	1,833 Added 1.55%	120,330 $13.8 Million
Q3 2021 Nov 12, 2021	BUY	$114.96 - $118.18 $1.42 Million - $1.46 Million	12,334 Added 11.62%	118,497 $13.7 Million
Q2 2021 Aug 16, 2021	BUY	$113.04 - $115.78 $1.5 Million - $1.54 Million	13,296 Added 14.32%	106,163 $12.3 Million
Q1 2021 May 17, 2021	SELL	$112.93 - $119.98 $278,824 - $296,230	-2,469 Reduced 2.59%	92,867 $10.5 Million
Q4 2020 May 17, 2021	BUY	$119.27 - $121.81 $11.4 Million - $11.6 Million	95,336 New	95,336 $11.4 Million

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

Ticker IEF
Sector ETFs
Industry ETFs

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Palumbo Wealth Management LLC Ishares Barclays Transaction History