Polaris Wealth Advisory Group, LLC Ishares Barclays Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 344,461 shares of IEF stock, worth $32.3 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares

344,461

Previous 336,267 2.44%

Holding current value

$32.3 Million

Previous $32.5 Million 2.88%

% of portfolio

2.42%

Previous 2.51%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$91.32 - $97.13 $748,276 - $795,883	8,194 Added 2.44%	344,461 $31.5 Million
Q2 2023 Aug 07, 2023	BUY	$96.39 - $100.48 $32.4 Million - $33.8 Million	336,267 New	336,267 $32.5 Million
Q2 2022 Jul 12, 2022	BUY	$98.15 - $106.65 $36.8 Million - $40 Million	374,913 New	374,913 $38.4 Million
Q1 2022 Apr 19, 2022	SELL	$106.08 - $113.93 $48.6 Million - $52.2 Million	-458,413 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$113.55 - $116.36 $52.1 Million - $53.3 Million	458,413 New	458,413 $52.7 Million
Q4 2020 Jan 25, 2021	SELL	$119.27 - $121.81 $43.8 Million - $44.8 Million	-367,611 Closed	0 $0
Q3 2020 Oct 15, 2020	BUY	$121.18 - $123.06 $44.5 Million - $45.2 Million	367,611 New	367,611 $44.5 Million
Q2 2020 Jul 13, 2020	SELL	$119.77 - $122.41 $46.5 Million - $47.5 Million	-388,361 Closed	0 $0
Q1 2020 Apr 09, 2020	BUY	$110.73 - $121.48 $42.7 Million - $46.8 Million	385,413 Added 13073.71%	388,361 $47.2 Million
Q4 2019 Jan 29, 2020	SELL	$110.18 - $113.81 $60.6 Million - $62.6 Million	-549,675 Reduced 99.47%	2,948 $328,000
Q3 2019 Oct 09, 2019	BUY	$108.93 - $114.25 $123,635 - $129,673	1,135 Added 0.21%	552,623 $62.4 Million
Q2 2019 Jul 25, 2019	BUY	$105.05 - $110.09 $38.4 Million - $40.3 Million	365,895 Added 197.15%	551,488 $60.5 Million
Q1 2019 Apr 09, 2019	BUY	$103.43 - $106.84 $19.2 Million - $19.8 Million	185,593 New	185,593 $19.6 Million
Q4 2018 Jan 17, 2019	SELL	$99.72 - $104.2 $3,390 - $3,542	-34 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$100.79 - $102.89 $3,426 - $3,498	34 New	34 $3,000

Others Institutions Holding IEF

# of Institutions

1,094

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Polaris Wealth Advisory Group, LLC Ishares Barclays Transaction History