Spotlight Asset Group, Inc. Ishares Barclays Transaction History

Spotlight Asset Group, Inc.

$140 Million
Q2 2024

A detailed history of Spotlight Asset Group, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 19,820 shares of IEF stock, worth $1.86 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

19,820

Previous 21,520 7.9%

Holding current value

$1.86 Million

Previous $2.04 Million 8.89%

% of portfolio

1.33%

Previous 1.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$91.24 - $94.6 $155,108 - $160,820	-1,700 Reduced 7.9%	19,820 $1.86 Million
Q1 2024 May 13, 2024	BUY	$93.54 - $96.82 $32,832 - $33,983	351 Added 1.66%	21,520 $2.04 Million
Q3 2023 Nov 14, 2023	SELL	$91.32 - $97.13 $234,144 - $249,041	-2,564 Reduced 10.8%	21,169 $1.94 Million
Q2 2023 Aug 09, 2023	BUY	$96.39 - $100.48 $2.29 Million - $2.38 Million	23,733 New	23,733 $2.29 Million
Q4 2020 Feb 08, 2021	SELL	$119.27 - $121.81 $701,784 - $716,730	-5,884 Closed	0 $0
Q3 2020 Oct 30, 2020	SELL	$121.18 - $123.06 $10,300 - $10,460	-85 Reduced 1.42%	5,884 $717,000
Q2 2020 Jul 23, 2020	BUY	$119.77 - $122.41 $714,907 - $730,665	5,969 New	5,969 $727,000

Others Institutions Holding IEF

# of Institutions

1,140

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

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 Spotlight Asset Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spotlight Asset Group, Inc. with notifications on news.

Account

Spotlight Asset Group, Inc. Ishares Barclays Transaction History