Wealthspire Advisors, LLC Ishares Barclays Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$91.24 - $94.6 $204,833 - $212,377
2,245 New
2,245 $210,000
Q4 2023

Feb 06, 2024
BUY
$88.95 - $97.0 $194,266 - $211,848
2,184 New
2,184 $210,000
Q4 2020

Feb 16, 2021
SELL
$119.27 - $121.81 $683,536 - $698,093
-5,731 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$121.18 - $123.06 $694,482 - $705,256
5,731 New
5,731 $698,000

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

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email