Wcg Wealth Advisors LLC Ishares Barclays Transaction History

Wcg Wealth Advisors LLC

  • $1.21 Billion
  • Q1 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 248,238 shares of IEF stock, worth $23.5 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
248,238
Previous 248,238 -0.0%
Holding current value
$23.5 Million
Previous $23.7 Million -0.0%
% of portfolio
1.95%
Previous 1.8%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,137
Shares Held
306M
Call Options Held
13M
Put Options Held
4.14M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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