Wealth Care Investment Partners, LLC Ishares Barclays Transaction History

Wealth Care Investment Partners, LLC

$220 Million
Q3 2024

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 14,567 shares of IEF stock, worth $1.35 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

14,567

Previous 23,787 38.76%

Holding current value

$1.35 Million

Previous $2.23 Million 35.83%

% of portfolio

0.65%

Previous 1.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,051

Shares Held

280M

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 Care Investment Partners, LLC Ishares Barclays Transaction History