Org Wealth Partners, LLC Ishares Barclays Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Org Wealth Partners, LLC holds 35,669 shares of IEF stock, worth $3.39 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
35,669
Previous 2,825 1162.62%
Holding current value
$3.39 Million
Previous $277 Million 98.81%
% of portfolio
2.38%
Previous 0.09%

Shares

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

Jan 10, 2025
BUY
$92.08 - $98.18 $3.02 Million - $3.22 Million
32,844 Added 1162.62%
35,669 $3.3 Million
Q3 2024

Oct 11, 2024
BUY
$92.67 - $99.14 $261,792 - $280,070
2,825 New
2,825 $277 Million

Others Institutions Holding IEF

# of Institutions
1,096
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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