Shore Haven Wealth Partners, LLC Ishares Barclays Transaction History

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 16,568 shares of IEF stock, worth $1.55 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
16,568
Previous 11,929 38.89%
Holding current value
$1.55 Million
Previous $1.17 Million 30.85%
% of portfolio
0.75%
Previous 0.58%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$92.08 - $98.18 $427,159 - $455,457
4,639 Added 38.89%
16,568 $1.53 Million
Q3 2024

Oct 24, 2024
BUY
$92.67 - $99.14 $1.11 Million - $1.18 Million
11,929 New
11,929 $1.17 Million
Q1 2023

Apr 14, 2023
BUY
$94.41 - $100.02 $599,503 - $635,127
6,350 New
6,350 $629,000
Q2 2021

Aug 16, 2021
SELL
$113.04 - $115.78 $20,121 - $20,608
-178 Closed
0 $0
Q1 2021

May 13, 2021
SELL
$112.93 - $119.98 $3.46 Million - $3.68 Million
-30,643 Reduced 99.42%
178 $20,000
Q4 2020

Feb 10, 2021
BUY
$119.27 - $121.81 $3.68 Million - $3.75 Million
30,821 New
30,821 $3.7 Million

Others Institutions Holding IEF

# of Institutions
1,094
Shares Held
294M
Call Options Held
14.3M
Put Options Held
8.92M
View Full List

About ISHARES BARCLAYS

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