Wealth Trust Asset Management, LLC Ishares Barclays Transaction History

Wealth Trust Asset Management, LLC

  • $133 Million
  • Q1 2025

A detailed history of Wealth Trust Asset Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 16,920 shares of IEF stock, worth $1.6 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
16,920
Previous 18,681 9.43%
Holding current value
$1.6 Million
Previous $1.73 Million 6.6%
% of portfolio
1.21%
Previous 1.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$91.17 - $95.39 $160,550 - $167,981
-1,761 Reduced 9.43%
16,920 $1.61 Million
Q4 2024

Feb 10, 2025
SELL
$92.08 - $98.18 $3.04 Million - $3.25 Million
-33,057 Reduced 63.89%
18,681 $1.73 Million
Q3 2024

Nov 12, 2024
BUY
$92.67 - $99.14 $660,644 - $706,769
7,129 Added 15.98%
51,738 $5.08 Million
Q2 2024

Aug 12, 2024
BUY
$91.24 - $94.6 $4.07 Million - $4.22 Million
44,609 New
44,609 $4.18 Million

Others Institutions Holding IEF

# of Institutions
1,142
Shares Held
305M
Call Options Held
13M
Put Options Held
4.14M
View Full List

About ISHARES BARCLAYS

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

Track Wealth Trust Asset Management, LLC Portfolio

Follow Wealth Trust Asset Management, 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 Wealth Trust Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email