Western Wealth Management, LLC Ishares Barclays Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Western Wealth Management, LLC holds 8,765 shares of IEF stock, worth $816,372. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,765

Previous 3,475 152.23%

Holding current value

$816,372

Previous $325,000 164.62%

% of portfolio

0.05%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$92.67 - $99.14 $490,224 - $524,450	5,290 Added 152.23%	8,765 $860,000
Q2 2024 Jul 19, 2024	BUY	$91.24 - $94.6 $26,642 - $27,623	292 Added 9.17%	3,475 $325,000
Q1 2024 May 02, 2024	SELL	$93.54 - $96.82 $38,444 - $39,793	-411 Reduced 11.44%	3,183 $301,000
Q4 2023 Jan 31, 2024	BUY	$88.95 - $97.0 $319,686 - $348,618	3,594 New	3,594 $346,000
Q3 2022 Nov 04, 2022	SELL	$94.56 - $105.6 $9,834 - $10,982	-104 Reduced 4.27%	2,333 $225,000
Q2 2022 Jul 18, 2022	BUY	$98.15 - $106.65 $26,009 - $28,262	265 Added 12.2%	2,437 $248,000
Q1 2022 May 10, 2022	BUY	$106.08 - $113.93 $230,405 - $247,455	2,172 New	2,172 $234,000
Q1 2021 May 14, 2021	SELL	$112.93 - $119.98 $270,241 - $287,112	-2,393 Closed	0 $0
Q4 2020 Feb 10, 2021	SELL	$119.27 - $121.81 $3.39 Million - $3.47 Million	-28,452 Reduced 92.24%	2,393 $287,000
Q3 2020 Oct 27, 2020	SELL	$121.18 - $123.06 $5.09 Million - $5.17 Million	-42,023 Reduced 57.67%	30,845 $3.76 Million
Q2 2020 Jul 20, 2020	SELL	$119.77 - $122.41 $2.79 Million - $2.86 Million	-23,332 Reduced 24.25%	72,868 $8.88 Million
Q1 2020 Apr 27, 2020	BUY	$110.73 - $121.48 $10.7 Million - $11.7 Million	96,200 New	96,200 $11.7 Million
Q3 2019 Nov 08, 2019	SELL	$108.93 - $114.25 $203,263 - $213,190	-1,866 Closed	0 $0
Q2 2019 Aug 06, 2019	BUY	$105.05 - $110.09 $196,023 - $205,427	1,866 New	1,866 $207,000

Others Institutions Holding IEF

# of Institutions

1,071

Shares Held

310M

Call Options Held

13.2M

Put Options Held

13.9M

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About ISHARES BARCLAYS

Ticker IEF
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Western Wealth Management, LLC Ishares Barclays Transaction History