Roger Wittlin Investment Advisory, LLC Ishares Barclays Transaction History

Roger Wittlin Investment Advisory, LLC

  • $171 Million
  • Q3 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 2,935 shares of IEF stock, worth $274,657. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,935
Previous 2,908 0.93%
Holding current value
$274,657
Previous $272,000 5.51%
% of portfolio
0.17%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$92.67 - $99.14 $2,502 - $2,676
27 Added 0.93%
2,935 $287,000
Q2 2024

Jul 25, 2024
BUY
$91.24 - $94.6 $265,325 - $275,096
2,908 New
2,908 $272,000

Others Institutions Holding IEF

# of Institutions
1,051
Shares Held
280M
Call Options Held
13.2M
Put Options Held
13.9M
View Full List

About ISHARES BARCLAYS

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