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 $9.28 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

96,253

Previous 99,354 3.12%

Holding current value

$9.28 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

1,178

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Account

9258 Wealth Management, LLC Ishares Barclays Transaction History