Roger Wittlin Investment Advisory, LLC Ishares Barclays Transaction History

Roger Wittlin Investment Advisory, LLC

  • $168 Million
  • Q1 2025

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 2,990 shares of IEF stock, worth $282,854. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,990
Previous 2,972 0.61%
Holding current value
$282,854
Previous $274,000 4.01%
% of portfolio
0.17%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$91.17 - $95.39 $1,641 - $1,717
18 Added 0.61%
2,990 $285,000
Q4 2024

Feb 12, 2025
BUY
$92.08 - $98.18 $3,406 - $3,632
37 Added 1.26%
2,972 $274,000
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
1,141
Shares Held
306M
Call Options Held
13M
Put Options Held
7.14M
View Full List

About ISHARES BARCLAYS

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