Waypoint Wealth Counsel Ishares Barclays Transaction History

Waypoint Wealth Counsel

  • $149 Billion
  • Q3 2024

A detailed history of Waypoint Wealth Counsel transactions in Ishares Barclays stock. As of the latest transaction made, Waypoint Wealth Counsel holds 16,280 shares of IEF stock, worth $1.53 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
16,280
Previous 17,540 7.18%
Holding current value
$1.53 Million
Previous $1.64 Billion 2.76%
% of portfolio
1.08%
Previous 1.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
SELL
$92.67 - $99.14 $116,764 - $124,916
-1,260 Reduced 7.18%
16,280 $1.6 Billion
Q2 2024

Jul 19, 2024
SELL
$91.24 - $94.6 $62,499 - $64,800
-685 Reduced 3.76%
17,540 $1.64 Billion
Q1 2024

Apr 12, 2024
BUY
$93.54 - $96.82 $674,423 - $698,072
7,210 Added 65.46%
18,225 $1.73 Billion
Q4 2023

Apr 03, 2024
BUY
$88.95 - $97.0 $716,314 - $781,141
8,053 Added 271.88%
11,015 $1.06 Billion
Q3 2023

Apr 03, 2024
BUY
$91.32 - $97.13 $270,489 - $287,699
2,962 New
2,962 $271 Million

Others Institutions Holding IEF

# of Institutions
1,055
Shares Held
280M
Call Options Held
13.2M
Put Options Held
13.9M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Waypoint Wealth Counsel Portfolio

Follow Waypoint Wealth Counsel and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Wealth Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Counsel with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email