Wcg Wealth Advisors LLC Ishares Barclays Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 25,496 shares of IEF stock, worth $2.46 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

25,496

Previous 248,238 89.73%

Holding current value

$2.46 Million

Previous $23.7 Million 89.69%

% of portfolio

0.17%

Previous 1.95%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$93.15 - $96.56 $20.7 Million - $21.5 Million	-222,742 Reduced 89.73%	25,496 $2.44 Million
Q1 2025 May 14, 2025	SELL	$91.17 - $95.39 $2.66 Million - $2.79 Million	-29,228 Reduced 10.53%	248,238 $23.7 Million
Q4 2024 Feb 18, 2025	BUY	$92.08 - $98.18 $739,494 - $788,483	8,031 Added 2.98%	277,466 $25.7 Million
Q3 2024 Nov 13, 2024	SELL	$92.67 - $99.14 $2.61 Million - $2.79 Million	-28,180 Reduced 9.47%	269,435 $26.4 Million
Q2 2024 Aug 12, 2024	BUY	$91.24 - $94.6 $4.53 Million - $4.7 Million	49,659 Added 20.03%	297,615 $27.9 Million
Q1 2024 May 13, 2024	SELL	$93.54 - $96.82 $469,383 - $485,842	-5,018 Reduced 1.98%	247,956 $23.5 Million
Q4 2023 Feb 08, 2024	SELL	$88.95 - $97.0 $1.91 Million - $2.08 Million	-21,442 Reduced 7.81%	252,974 $24.4 Million
Q3 2023 Nov 09, 2023	BUY	$91.32 - $97.13 $983,333 - $1.05 Million	10,768 Added 4.08%	274,416 $25.9 Million
Q2 2023 Aug 14, 2023	BUY	$96.39 - $100.48 $1.64 Million - $1.71 Million	17,018 Added 6.9%	263,648 $25.5 Million
Q1 2023 May 15, 2023	SELL	$94.41 - $100.02 $435,230 - $461,092	-4,610 Reduced 1.83%	246,630 $24.4 Million
Q4 2022 Feb 14, 2023	BUY	$92.93 - $99.14 $458,237 - $488,859	4,931 Added 2.0%	251,240 $24.1 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $23.3 Million - $26 Million	246,309 New	246,309 $23.6 Million

Others Institutions Holding IEF

# of Institutions

1,173

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Ishares Barclays Transaction History