Ritholtz Wealth Management Ishares Barclays Transaction History

Ritholtz Wealth Management

$2.87 Billion
Q1 2024

A detailed history of Ritholtz Wealth Management transactions in Ishares Barclays stock. As of the latest transaction made, Ritholtz Wealth Management holds 110,715 shares of IEF stock, worth $10.3 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

110,715

Holding current value

$10.3 Million

% of portfolio

0.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$93.54 - $96.82 $10.4 Million - $10.7 Million	110,715 New	110,715 $10.5 Million
Q2 2022 Jul 15, 2022	SELL	$98.15 - $106.65 $2.87 Million - $3.12 Million	-29,242 Closed	0 $0
Q1 2022 Apr 14, 2022	SELL	$106.08 - $113.93 $699,703 - $751,482	-6,596 Reduced 18.41%	29,242 $3.14 Million
Q4 2021 Jan 18, 2022	BUY	$113.55 - $116.36 $519,831 - $532,696	4,578 Added 14.64%	35,838 $4.12 Million
Q3 2021 Oct 14, 2021	BUY	$114.96 - $118.18 $206,238 - $212,014	1,794 Added 6.09%	31,260 $3.6 Million

Q2 2021 Jul 20, 2021	BUY	$113.04 - $115.78 $774,210 - $792,977	6,849 Added 30.28%	29,466 $3.4 Million
Q1 2021 May 12, 2021	BUY	$112.93 - $119.98 $413,210 - $439,006	3,659 Added 19.3%	22,617 $2.55 Million
Q4 2020 Jan 19, 2021	BUY	$119.27 - $121.81 $103,526 - $105,731	868 Added 4.8%	18,958 $2.27 Million
Q3 2020 Oct 23, 2020	BUY	$121.18 - $123.06 $210,126 - $213,386	1,734 Added 10.6%	18,090 $2.2 Million
Q2 2020 Jul 15, 2020	BUY	$119.77 - $122.41 $468,420 - $478,745	3,911 Added 31.43%	16,356 $1.99 Million
Q1 2020 Apr 09, 2020	BUY	$110.73 - $121.48 $1.38 Million - $1.51 Million	12,445 New	12,445 $1.51 Million

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

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Ritholtz Wealth Management Ishares Barclays Transaction History