Paragon Private Wealth Management, LLC Ishares Barclays Transaction History

Paragon Private Wealth Management, LLC

  • $163 Million
  • Q1 2024

A detailed history of Paragon Private Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 17,970 shares of IEF stock, worth $1.67 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
17,970
Previous 6,975 157.63%
Holding current value
$1.67 Million
Previous $672,000 153.13%
% of portfolio
1.04%
Previous 0.48%

Shares

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

May 13, 2024
BUY
$93.54 - $96.82 $1.03 Million - $1.06 Million
10,995 Added 157.63%
17,970 $1.7 Million
Q4 2023

Feb 09, 2024
BUY
$88.95 - $97.0 $105,672 - $115,236
1,188 Added 20.53%
6,975 $672,000
Q3 2023

Nov 13, 2023
BUY
$91.32 - $97.13 $190,858 - $203,001
2,090 Added 56.53%
5,787 $530,000
Q2 2023

Aug 03, 2023
BUY
$96.39 - $100.48 $109,980 - $114,647
1,141 Added 44.64%
3,697 $357,000
Q1 2023

Apr 17, 2023
BUY
$94.41 - $100.02 $241,311 - $255,651
2,556 New
2,556 $253,000

Others Institutions Holding IEF

# of Institutions
976
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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