Wealth Care Investment Partners, LLC Ishares Barclays Transaction History

Wealth Care Investment Partners, LLC

  • $198 Million
  • Q1 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 27,674 shares of IEF stock, worth $2.57 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
27,674
Previous 30,320 8.73%
Holding current value
$2.57 Million
Previous $2.92 Million 10.37%
% of portfolio
1.32%
Previous 1.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
976
Shares Held
222M
Call Options Held
18.3M
Put Options Held
15.1M
View Full List

About ISHARES BARCLAYS

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