A detailed history of Worth Asset Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Worth Asset Management, LLC holds 119,913 shares of IEF stock, worth $11.1 Million. This represents 6.86% of its overall portfolio holdings.

Number of Shares
119,913
Holding current value
$11.1 Million
% of portfolio
6.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$92.67 - $99.14 $11.1 Million - $11.9 Million
119,913 New
119,913 $11.8 Million
Q2 2023

Jul 11, 2023

BUY
$96.39 - $100.48 $1.01 Million - $1.06 Million
10,512 Added 1067.21%
11,497 $1.11 Million
Q1 2023

Apr 12, 2023

BUY
$94.41 - $100.02 $92,993 - $98,519
985 New
985 $97,000
Q3 2022

Oct 07, 2022

BUY
$94.56 - $105.6 $151,863 - $169,593
1,606 New
1,606 $154,000

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Worth Asset Management, LLC Portfolio

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

News

Stay updated on Worth Asset Management, LLC with notifications on news.