Up Strategic Wealth Investment Advisors LLC Ishares Barclays Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Barclays stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 4,727 shares of IEF stock, worth $467,405. This represents 0.67% of its overall portfolio holdings.

Number of Shares
4,727
Previous 5,090 7.13%
Holding current value
$467,405
Previous $482 Million 8.12%
% of portfolio
0.67%
Previous 0.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$91.24 - $94.6 $33,120 - $34,339
-363 Reduced 7.13%
4,727 $443 Million
Q4 2023

Feb 13, 2024
BUY
$88.95 - $97.0 $452,755 - $493,730
5,090 New
5,090 $491 Million

Others Institutions Holding IEF

# of Institutions
999
Shares Held
238M
Call Options Held
17.4M
Put Options Held
14.1M
View Full List

About ISHARES BARCLAYS

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