Ritholtz Wealth Management Ishares Barclays Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Ishares Barclays stock. As of the latest transaction made, Ritholtz Wealth Management holds 127,439 shares of IEF stock, worth $12.1 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

127,439

Previous 125,415 1.61%

Holding current value

$12.1 Million

Previous $12.3 Million 4.26%

% of portfolio

0.35%

Previous 0.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$92.08 - $98.18 $186,369 - $198,716	2,024 Added 1.61%	127,439 $11.8 Million
Q3 2024 Oct 10, 2024	BUY	$92.67 - $99.14 $579,558 - $620,021	6,254 Added 5.25%	125,415 $12.3 Million
Q2 2024 Jul 31, 2024	BUY	$91.24 - $94.6 $770,613 - $798,991	8,446 Added 7.63%	119,161 $11.2 Million
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

1,100

Shares Held

295M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Ishares Barclays Transaction History