Portside Wealth Group, LLC Ishares Barclays Transaction History

Portside Wealth Group, LLC

  • $524 Billion
  • Q2 2024

A detailed history of Portside Wealth Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Portside Wealth Group, LLC holds 32,975 shares of IEF stock, worth $3.24 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
32,975
Previous 37,929 13.06%
Holding current value
$3.24 Million
Previous $3.59 Billion 13.99%
% of portfolio
0.59%
Previous 0.66%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$91.24 - $94.6 $452,002 - $468,648
-4,954 Reduced 13.06%
32,975 $3.09 Billion
Q1 2024

Apr 17, 2024
SELL
$93.54 - $96.82 $1.8 Million - $1.87 Million
-19,280 Reduced 33.7%
37,929 $3.59 Billion
Q4 2023

Jan 16, 2024
SELL
$88.95 - $97.0 $739,797 - $806,749
-8,317 Reduced 12.69%
57,209 $5.51 Billion
Q3 2023

Oct 27, 2023
BUY
$91.32 - $97.13 $205,926 - $219,028
2,255 Added 3.56%
65,526 $6 Billion
Q2 2023

Sep 01, 2023
SELL
$96.39 - $100.48 $257 Million - $268 Million
-2,670,497 Reduced 97.69%
63,271 $6.11 Billion
Q2 2023

Aug 01, 2023
BUY
$96.39 - $100.48 $264 Million - $275 Million
2,733,768 New
2,733,768 $264 Million

Others Institutions Holding IEF

# of Institutions
998
Shares Held
238M
Call Options Held
17.4M
Put Options Held
14.1M
View Full List

About ISHARES BARCLAYS

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