Wealth Shield Partners, LLC Ishares Barclays Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 6,626 shares of IEF stock, worth $615,754. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,626

Previous 24,169 72.58%

Holding current value

$615,754

Previous $2.37 Million 74.19%

% of portfolio

0.09%

Previous 0.33%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$92.08 - $98.18 $1.62 Million - $1.72 Million	-17,543 Reduced 72.58%	6,626 $612,000
Q3 2024 Nov 04, 2024	BUY	$92.67 - $99.14 $122,139 - $130,666	1,318 Added 5.77%	24,169 $2.37 Million
Q2 2024 Jul 26, 2024	BUY	$91.24 - $94.6 $562,494 - $583,209	6,165 Added 36.95%	22,851 $2.14 Million
Q1 2024 Apr 29, 2024	SELL	$93.54 - $96.82 $383,981 - $397,446	-4,105 Reduced 19.74%	16,686 $1.58 Million
Q4 2023 Jan 23, 2024	BUY	$88.95 - $97.0 $1.83 Million - $1.99 Million	20,556 Added 8747.23%	20,791 $2 Million
Q3 2023 Oct 25, 2023	SELL	$91.32 - $97.13 $63,923 - $67,991	-700 Reduced 74.87%	235 $21,000
Q2 2023 Aug 03, 2023	SELL	$96.39 - $100.48 $9.7 Million - $10.1 Million	-100,662 Reduced 99.08%	935 $90,000
Q1 2023 May 08, 2023	BUY	$94.41 - $100.02 $9.2 Million - $9.74 Million	97,422 Added 2333.46%	101,597 $10.1 Million
Q4 2022 Feb 13, 2023	SELL	$92.93 - $99.14 $1.47 Million - $1.57 Million	-15,845 Reduced 79.15%	4,175 $399,000
Q3 2022 Nov 04, 2022	BUY	$94.56 - $105.6 $1.89 Million - $2.11 Million	20,020 New	20,020 $1.92 Million
Q1 2022 May 09, 2022	SELL	$106.08 - $113.93 $525,414 - $564,295	-4,953 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$113.55 - $116.36 $351,664 - $360,366	3,097 Added 166.86%	4,953 $570,000
Q3 2021 Nov 12, 2021	SELL	$114.96 - $118.18 $293,952 - $302,186	-2,557 Reduced 57.94%	1,856 $213,000
Q2 2021 Aug 06, 2021	BUY	$113.04 - $115.78 $484,715 - $496,464	4,288 Added 3430.4%	4,413 $510,000
Q1 2021 May 17, 2021	SELL	$112.93 - $119.98 $1.82 Million - $1.94 Million	-16,132 Reduced 99.23%	125 $14,000
Q4 2020 Feb 16, 2021	BUY	$119.27 - $121.81 $367,709 - $375,540	3,083 Added 23.4%	16,257 $1.95 Million
Q3 2020 Oct 30, 2020	BUY	$121.18 - $123.06 $259,567 - $263,594	2,142 Added 19.42%	13,174 $1.61 Million
Q2 2020 Aug 13, 2020	BUY	$119.77 - $122.41 $215,346 - $220,093	1,798 Added 19.47%	11,032 $1.35 Million
Q1 2020 May 12, 2020	SELL	$110.73 - $121.48 $89,691 - $98,398	-810 Reduced 8.06%	9,234 $1.12 Million
Q4 2019 Feb 13, 2020	SELL	$110.18 - $113.81 $44,072 - $45,524	-400 Reduced 3.83%	10,044 $1.11 Million
Q1 2019 May 14, 2019	BUY	$103.43 - $106.84 $24,823 - $25,641	240 Added 2.35%	10,444 $1.11 Million
Q2 2018 Aug 02, 2018	SELL	$100.36 - $103.12 $49,778 - $51,147	-496 Reduced 4.64%	10,204 $1.05 Million
Q1 2018 May 11, 2018	BUY	$101.6 - $105.33 $151,282 - $156,836	1,489 Added 16.17%	10,700 $1.1 Million
Q4 2017 Apr 18, 2018	BUY	$105.0 - $106.86 $967,155 - $984,287	9,211	9,211 $969,000

Others Institutions Holding IEF

# of Institutions

1,083

Shares Held

303M

Call Options Held

19.2M

Put Options Held

16.8M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Wealth Shield Partners, LLC Ishares Barclays Transaction History