Waypoint Wealth Counsel Ishares Barclays Transaction History

Waypoint Wealth Counsel

$153 Billion
Q4 2024

A detailed history of Waypoint Wealth Counsel transactions in Ishares Barclays stock. As of the latest transaction made, Waypoint Wealth Counsel holds 18,700 shares of IEF stock, worth $1.75 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

18,700

Previous 16,280 14.86%

Holding current value

$1.75 Million

Previous $1.6 Billion 8.23%

% of portfolio

1.13%

Previous 1.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$92.08 - $98.18 $222,833 - $237,595	2,420 Added 14.86%	18,700 $1.73 Billion
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

1,094

Shares Held

294M

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

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Waypoint Wealth Counsel Ishares Barclays Transaction History