Wellspring Financial Advisors, LLC Ishares Barclays Transaction History

Wellspring Financial Advisors, LLC

$838 Billion
Q3 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 113,401 shares of IEF stock, worth $10.6 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

113,401

Previous 141,937 20.1%

Holding current value

$10.6 Million

Previous $13.3 Billion 16.29%

% of portfolio

1.33%

Previous 1.81%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$92.67 - $99.14 $2.64 Million - $2.83 Million	-28,536 Reduced 20.1%	113,401 $11.1 Billion
Q2 2024 Aug 12, 2024	BUY	$91.24 - $94.6 $331,292 - $343,492	3,631 Added 2.63%	141,937 $13.3 Billion
Q1 2024 May 01, 2024	BUY	$93.54 - $96.82 $4.01 Million - $4.15 Million	42,878 Added 44.93%	138,306 $13.1 Billion
Q4 2023 Feb 13, 2024	BUY	$88.95 - $97.0 $939,756 - $1.02 Million	10,565 Added 12.45%	95,428 $9.2 Billion
Q3 2023 Nov 14, 2023	BUY	$91.32 - $97.13 $6,118 - $6,507	67 Added 0.08%	84,863 $7.77 Billion
Q2 2023 Aug 11, 2023	BUY	$96.39 - $100.48 $5.73 Million - $5.97 Million	59,449 Added 234.54%	84,796 $8.19 Billion
Q1 2023 May 12, 2023	SELL	$94.41 - $100.02 $111,403 - $118,023	-1,180 Reduced 4.45%	25,347 $2.51 Billion
Q4 2022 Feb 13, 2023	SELL	$92.93 - $99.14 $82,243 - $87,738	-885 Reduced 3.23%	26,527 $2.54 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $166,520 - $185,961	1,761 Added 6.87%	27,412 $2.63 Million
Q2 2022 Aug 12, 2022	BUY	$98.15 - $106.65 $2.52 Million - $2.74 Million	25,651 New	25,651 $2.62 Million

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Wellspring Financial Advisors, LLC Ishares Barclays Transaction History