Portside Wealth Group, LLC Ishares Barclays Transaction History

Portside Wealth Group, LLC

$613 Billion
Q1 2025

A detailed history of Portside Wealth Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Portside Wealth Group, LLC holds 39,684 shares of IEF stock, worth $3.81 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

39,684

Previous 36,531 8.63%

Holding current value

$3.81 Million

Previous $3.38 Billion 12.06%

% of portfolio

0.62%

Previous 0.56%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$91.17 - $95.39 $287,459 - $300,764	3,153 Added 8.63%	39,684 $3.78 Billion
Q1 2025 Apr 10, 2025	BUY	$91.17 - $95.39 $364,406 - $381,273	3,997 Added 12.29%	36,531 $3.38 Billion
Q4 2024 Jan 15, 2025	SELL	$92.08 - $98.18 $36,187 - $38,584	-393 Reduced 1.19%	32,534 $3.19 Billion
Q3 2024 Oct 31, 2024	SELL	$92.67 - $99.14 $4,448 - $4,758	-48 Reduced 0.15%	32,927 $3.23 Billion
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

1,116

Shares Held

285M

Call Options Held

14.3M

Put Options Held

8.91M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Portside Wealth Group, LLC Ishares Barclays Transaction History