Dynamic Wealth Strategies, LLC Ishares Barclays Transaction History

Dynamic Wealth Strategies, LLC

  • $112 Million
  • Q4 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 107,117 shares of IEF stock, worth $10.2 Million. This represents 8.83% of its overall portfolio holdings.

Number of Shares
107,117
Previous 84,501 26.76%
Holding current value
$10.2 Million
Previous $8.29 Million 19.43%
% of portfolio
8.83%
Previous 6.76%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$92.08 - $98.18 $2.08 Million - $2.22 Million
22,616 Added 26.76%
107,117 $9.9 Million
Q3 2024

Nov 13, 2024
BUY
$92.67 - $99.14 $446,113 - $477,259
4,814 Added 6.04%
84,501 $8.29 Million
Q2 2024

Aug 15, 2024
SELL
$91.24 - $94.6 $81,842 - $84,856
-897 Reduced 1.11%
79,687 $7.46 Million
Q1 2024

May 15, 2024
BUY
$93.54 - $96.82 $1.96 Million - $2.03 Million
20,934 Added 35.09%
80,584 $7.63 Million
Q4 2023

Feb 13, 2024
BUY
$88.95 - $97.0 $5.31 Million - $5.79 Million
59,650 New
59,650 $5.75 Billion

Others Institutions Holding IEF

# of Institutions
1,098
Shares Held
294M
Call Options Held
14.3M
Put Options Held
8.92M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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