Wealth Management Resources, Inc. Ishares Barclays Transaction History

Wealth Management Resources, Inc.

$271 Million
Q4 2024

A detailed history of Wealth Management Resources, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 287,505 shares of IEF stock, worth $26.8 Million. This represents 9.81% of its overall portfolio holdings.

Number of Shares

287,505

Previous 300,668 4.38%

Holding current value

$26.8 Million

Previous $29.5 Million 9.9%

% of portfolio

9.81%

Previous 11.78%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$92.08 - $98.18 $1.21 Million - $1.29 Million	-13,163 Reduced 4.38%	287,505 $26.6 Million
Q3 2024 Oct 31, 2024	BUY	$92.67 - $99.14 $1.1 Million - $1.17 Million	11,850 Added 4.1%	300,668 $29.5 Million
Q2 2024 Jul 17, 2024	BUY	$91.24 - $94.6 $8.68 Million - $9 Million	95,166 Added 49.14%	288,818 $27 Million
Q1 2024 Apr 19, 2024	BUY	$93.54 - $96.82 $947,466 - $980,689	10,129 Added 5.52%	193,652 $18.3 Million
Q4 2023 Jan 19, 2024	BUY	$88.95 - $97.0 $952,031 - $1.04 Million	10,703 Added 6.19%	183,523 $17.7 Million
Q3 2023 Oct 24, 2023	BUY	$91.32 - $97.13 $1.03 Million - $1.1 Million	11,302 Added 7.0%	172,820 $15.8 Million
Q2 2023 Jul 11, 2023	BUY	$96.39 - $100.48 $7.11 Million - $7.41 Million	73,757 Added 84.04%	161,518 $15.6 Million
Q1 2023 Apr 10, 2023	BUY	$94.41 - $100.02 $257,361 - $272,654	2,726 Added 3.21%	87,761 $8.7 Million
Q4 2022 Jan 17, 2023	BUY	$92.93 - $99.14 $7.9 Million - $8.43 Million	85,035 New	85,035 $0

Others Institutions Holding IEF

# of Institutions

1,066

Shares Held

281M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Wealth Management Resources, Inc. Ishares Barclays Transaction History