Altium Wealth Management LLC Ishares Barclays Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Altium Wealth Management LLC holds 4,067 shares of IEF stock, worth $392,221. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,067

Previous 4,319 5.83%

Holding current value

$392,221

Previous $464,000 10.34%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$98.15 - $106.65 $24,733 - $26,875	-252 Reduced 5.83%	4,067 $416,000
Q1 2022 May 16, 2022	BUY	$106.08 - $113.93 $4,349 - $4,671	41 Added 0.96%	4,319 $464,000
Q4 2021 Jan 31, 2022	SELL	$113.55 - $116.36 $5,223 - $5,352	-46 Reduced 1.06%	4,278 $492,000
Q3 2021 Nov 15, 2021	BUY	$114.96 - $118.18 $27,935 - $28,717	243 Added 5.95%	4,324 $498,000
Q2 2021 Aug 13, 2021	SELL	$113.04 - $115.78 $23,512 - $24,082	-208 Reduced 4.85%	4,081 $471,000

Q1 2021 May 06, 2021	BUY	$112.93 - $119.98 $54,319 - $57,710	481 Added 12.63%	4,289 $484,000
Q4 2020 Feb 04, 2021	SELL	$119.27 - $121.81 $2,862 - $2,923	-24 Reduced 0.63%	3,808 $457,000
Q3 2020 Oct 26, 2020	BUY	$121.18 - $123.06 $53,198 - $54,023	439 Added 12.94%	3,832 $467,000
Q2 2020 Jul 31, 2020	BUY	$119.77 - $122.41 $406,379 - $415,337	3,393 New	3,393 $414,000

Others Institutions Holding IEF

# of Institutions

1,178

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Altium Wealth Management LLC Ishares Barclays Transaction History