Wealth Management Solutions, LLC Ishares Barclays Transaction History

Wealth Management Solutions, LLC

$145 Million
Q3 2023

A detailed history of Wealth Management Solutions, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 10,160 shares of IEF stock, worth $937,158. This represents 0.64% of its overall portfolio holdings.

Number of Shares

10,160

Previous 10,591 4.07%

Holding current value

$937,158

Previous $1.02 Million 9.09%

% of portfolio

0.64%

Previous 0.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 25, 2023	SELL	$91.32 - $97.13 $39,358 - $41,863	-431 Reduced 4.07%	10,160 $930,000
Q2 2023 Aug 03, 2023	SELL	$96.39 - $100.48 $1.23 Million - $1.28 Million	-12,750 Reduced 54.62%	10,591 $1.02 Million
Q1 2023 May 05, 2023	SELL	$94.41 - $100.02 $7.88 Million - $8.35 Million	-83,458 Reduced 78.14%	23,341 $2.31 Million
Q4 2022 Feb 09, 2023	SELL	$92.93 - $99.14 $2.17 Million - $2.31 Million	-23,308 Reduced 17.91%	106,799 $10.2 Million
Q3 2022 Nov 07, 2022	SELL	$94.56 - $105.6 $3.59 Million - $4.01 Million	-37,943 Reduced 22.58%	130,107 $12.5 Million
Q2 2022 Aug 01, 2022	BUY	$98.15 - $106.65 $2.85 Million - $3.09 Million	29,006 Added 20.86%	168,050 $17.2 Million
Q1 2022 May 06, 2022	BUY	$106.08 - $113.93 $14.7 Million - $15.8 Million	139,044 New	139,044 $14.9 Million

Others Institutions Holding IEF

# of Institutions

1,074

Shares Held

307M

Call Options Held

13.2M

Put Options Held

16.5M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Wealth Management Solutions, LLC Ishares Barclays Transaction History