Strategic Wealth Partners, Ltd. Ishares Barclays Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Barclays stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 6,349 shares of IEF stock, worth $594,583. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,349
Previous 5,748 10.46%
Holding current value
$594,583
Previous $554,000 8.3%
% of portfolio
0.07%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$93.54 - $96.82 $56,217 - $58,188
601 Added 10.46%
6,349 $600,000
Q4 2023

May 20, 2024
BUY
$88.95 - $97.0 $263,736 - $287,605
2,965 Added 106.54%
5,748 $554,000
Q3 2023

May 20, 2024
SELL
$91.32 - $97.13 $52,326 - $55,655
-573 Reduced 17.07%
2,783 $254,000
Q2 2023

May 20, 2024
BUY
$96.39 - $100.48 $52,725 - $54,962
547 Added 19.47%
3,356 $324,000
Q1 2023

Apr 24, 2023
SELL
$94.41 - $100.02 $47,488 - $50,310
-503 Reduced 15.19%
2,809 $278,000
Q4 2022

Apr 24, 2023
BUY
$93.25 - $99.14 $8,112 - $8,625
87 Added 2.7%
3,312 $317,000
Q3 2022

Apr 24, 2023
BUY
$96.7 - $105.6 $84,322 - $92,083
872 Added 37.06%
3,225 $312,000
Q2 2022

Aug 22, 2022
SELL
$98.15 - $106.65 $19,826 - $21,543
-202 Reduced 7.91%
2,353 $241,000
Q1 2022

May 19, 2022
SELL
$106.08 - $113.93 $6.21 Million - $6.67 Million
-58,554 Reduced 95.82%
2,555 $274,000
Q4 2021

Feb 11, 2022
BUY
$113.55 - $116.36 $751,701 - $770,303
6,620 Added 12.15%
61,109 $7.03 Million
Q3 2021

Nov 12, 2021
SELL
$114.96 - $118.18 $57,939 - $59,562
-504 Reduced 0.92%
54,489 $6.28 Million
Q2 2021

Aug 25, 2021
SELL
$113.04 - $115.78 $44,989 - $46,080
-398 Reduced 0.72%
54,993 $6.35 Million
Q1 2021

May 24, 2021
BUY
$112.93 - $119.98 $504,006 - $535,470
4,463 Added 8.76%
55,391 $6.26 Million
Q4 2020

Feb 18, 2021
SELL
$119.27 - $121.81 $455,134 - $464,826
-3,816 Reduced 6.97%
50,928 $6.11 Million
Q3 2020

Nov 10, 2020
BUY
$121.18 - $123.06 $6.16 Million - $6.25 Million
50,801 Added 1288.38%
54,744 $6.67 Million
Q2 2020

Aug 11, 2020
BUY
$119.77 - $122.41 $472,253 - $482,662
3,943 New
3,943 $481,000
Q4 2019

Jan 30, 2020
SELL
$110.18 - $113.81 $13,111 - $13,543
-119 Closed
0 $0
Q3 2019

Oct 28, 2019
BUY
$108.93 - $114.25 $2,396 - $2,513
22 Added 22.68%
119 $13,000
Q2 2019

Aug 06, 2019
BUY
$105.05 - $110.09 $10,189 - $10,678
97 New
97 $10,000

Others Institutions Holding IEF

# of Institutions
974
Shares Held
222M
Call Options Held
18.3M
Put Options Held
15.1M
View Full List

About ISHARES BARCLAYS

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