Wealth Care Investment Partners, LLC Ishares Barclays Transaction History

Wealth Care Investment Partners, LLC

  • $234 Million
  • Q1 2025

A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 10,343 shares of IEF stock, worth $986,618. This represents 0.42% of its overall portfolio holdings.

Number of Shares
10,343
Previous 11,756 12.02%
Holding current value
$986,618
Previous $1.09 Million 9.21%
% of portfolio
0.42%
Previous 0.5%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$91.17 - $95.39 $128,823 - $134,786
-1,413 Reduced 12.02%
10,343 $986,000
Q4 2024

Feb 03, 2025
SELL
$92.08 - $98.18 $258,836 - $275,983
-2,811 Reduced 19.3%
11,756 $1.09 Million
Q3 2024

Oct 08, 2024
SELL
$92.67 - $99.14 $854,417 - $914,070
-9,220 Reduced 38.76%
14,567 $1.43 Million
Q2 2024

Jul 18, 2024
SELL
$91.24 - $94.6 $354,649 - $367,710
-3,887 Reduced 14.05%
23,787 $2.23 Million
Q1 2024

Apr 15, 2024
SELL
$93.54 - $96.82 $247,506 - $256,185
-2,646 Reduced 8.73%
27,674 $2.62 Million
Q4 2023

Jan 18, 2024
SELL
$88.95 - $97.0 $649,690 - $708,488
-7,304 Reduced 19.41%
30,320 $2.92 Million
Q3 2023

Oct 10, 2023
BUY
$91.32 - $97.13 $313,866 - $333,835
3,437 Added 10.05%
37,624 $3.45 Million
Q2 2023

Jul 13, 2023
BUY
$96.39 - $100.48 $2.12 Million - $2.21 Million
22,004 Added 180.61%
34,187 $3.3 Million
Q1 2023

Apr 10, 2023
BUY
$94.41 - $100.02 $1.15 Million - $1.22 Million
12,183 New
12,183 $1.21 Million

Others Institutions Holding IEF

# of Institutions
1,141
Shares Held
306M
Call Options Held
13M
Put Options Held
7.14M
View Full List

About ISHARES BARCLAYS

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