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 $1.57 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
16,280
Previous 17,540 7.18%
Holding current value
$1.57 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
1,004
Shares Held
239M
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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