Wealthspan Partners, LLC Ishares Barclays Transaction History

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealthspan Partners, LLC holds 8,799 shares of IEF stock, worth $817,251. This represents 0.4% of its overall portfolio holdings.

Number of Shares
8,799
Previous 4,784 83.93%
Holding current value
$817,251
Previous $469,000 73.35%
% of portfolio
0.4%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$92.08 - $98.18 $369,701 - $394,192
4,015 Added 83.93%
8,799 $813,000
Q3 2024

Nov 04, 2024
BUY
$92.67 - $99.14 $224,910 - $240,612
2,427 Added 102.97%
4,784 $469,000
Q2 2024

Jul 19, 2024
BUY
$91.24 - $94.6 $215,052 - $222,972
2,357 New
2,357 $220,000
Q2 2022

Aug 11, 2022
SELL
$98.15 - $106.65 $1.01 Million - $1.1 Million
-10,270 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$106.08 - $113.93 $23,549 - $25,292
222 Added 2.21%
10,270 $1.1 Million
Q4 2021

Feb 15, 2022
BUY
$113.55 - $116.36 $1.14 Million - $1.17 Million
10,048 New
10,048 $1.16 Million

Others Institutions Holding IEF

# of Institutions
1,072
Shares Held
309M
Call Options Held
13.2M
Put Options Held
16.4M
View Full List

About ISHARES BARCLAYS

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