9258 Wealth Management, LLC Ishares Barclays Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 96,253 shares of IEF stock, worth $9.09 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

96,253

Previous 99,354 3.12%

Holding current value

$9.09 Million

Previous $9.3 Million 1.5%

% of portfolio

1.42%

Previous 1.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$92.67 - $99.14 $287,369 - $307,433	-3,101 Reduced 3.12%	96,253 $9.44 Million
Q2 2024 Aug 02, 2024	SELL	$91.24 - $94.6 $967,600 - $1 Million	-10,605 Reduced 9.64%	99,354 $9.3 Million
Q1 2024 May 03, 2024	BUY	$93.54 - $96.82 $126,653 - $131,094	1,354 Added 1.25%	109,959 $10.4 Million
Q4 2023 Feb 06, 2024	BUY	$88.95 - $97.0 $480,774 - $524,285	5,405 Added 5.24%	108,605 $10.5 Million
Q3 2023 Nov 08, 2023	SELL	$91.32 - $97.13 $84,927 - $90,330	-930 Reduced 0.89%	103,200 $9.45 Million
Q2 2023 Aug 08, 2023	BUY	$96.39 - $100.48 $1.01 Million - $1.05 Million	10,491 Added 11.2%	104,130 $10.1 Million
Q1 2023 May 03, 2023	BUY	$94.41 - $100.02 $5.85 Million - $6.2 Million	61,940 Added 195.4%	93,639 $9.28 Million
Q4 2022 Feb 03, 2023	BUY	$92.93 - $99.14 $1.64 Million - $1.75 Million	17,604 Added 124.9%	31,699 $3.04 Million
Q3 2022 Nov 08, 2022	BUY	$94.56 - $105.6 $1.33 Million - $1.49 Million	14,095 New	14,095 $1.35 Million

Others Institutions Holding IEF

# of Institutions

1,100

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Industry ETFs

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9258 Wealth Management, LLC Ishares Barclays Transaction History