Wallace Advisory Group, LLC Ishares Barclays Transaction History

Wallace Advisory Group, LLC

$145 Billion
Q4 2024

A detailed history of Wallace Advisory Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 18,487 shares of IEF stock, worth $1.76 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

18,487

Previous 19,941 7.29%

Holding current value

$1.76 Million

Previous $1.87 Billion 2.87%

% of portfolio

1.25%

Previous 1.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$92.08 - $98.18 $133,884 - $142,753	-1,454 Reduced 7.29%	18,487 $1.81 Billion
Q3 2024 Oct 04, 2024	SELL	$92.67 - $99.14 $22,889 - $24,487	-247 Reduced 1.22%	19,941 $1.87 Billion
Q2 2024 Aug 14, 2024	SELL	$91.24 - $94.6 $152,827 - $158,455	-1,675 Reduced 7.66%	20,188 $1.89 Billion
Q1 2024 Apr 12, 2024	SELL	$93.54 - $96.82 $394,645 - $408,483	-4,219 Reduced 16.18%	21,863 $2.11 Billion
Q4 2023 Jan 08, 2024	SELL	$88.95 - $97.0 $117,680 - $128,331	-1,323 Reduced 4.83%	26,082 $2.39 Billion
Q3 2023 Oct 05, 2023	SELL	$91.32 - $97.13 $87,575 - $93,147	-959 Reduced 3.38%	27,405 $2.65 Billion
Q1 2023 May 10, 2023	BUY	$94.41 - $100.02 $88,273 - $93,518	935 Added 3.41%	28,364 $2.81 Billion
Q4 2022 Feb 21, 2023	BUY	$92.93 - $99.14 $2.55 Million - $2.72 Million	27,429 New	27,429 $2.63 Billion

Others Institutions Holding IEF

# of Institutions

1,100

Shares Held

295M

Call Options Held

14.3M

Put Options Held

8.92M

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 Wallace Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wallace Advisory Group, LLC with notifications on news.

Account

Wallace Advisory Group, LLC Ishares Barclays Transaction History