Apollon Wealth Management, LLC Ishares Barclays Transaction History

Apollon Wealth Management, LLC

$4.22 Billion
Q4 2024

A detailed history of Apollon Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 40,851 shares of IEF stock, worth $3.8 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

40,851

Previous 24,339 67.84%

Holding current value

$3.8 Million

Previous $2.39 Million 58.12%

% of portfolio

0.09%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$92.08 - $98.18 $1.52 Million - $1.62 Million	16,512 Added 67.84%	40,851 $3.78 Million
Q3 2024 Nov 04, 2024	SELL	$92.67 - $99.14 $22,704 - $24,289	-245 Reduced 1.0%	24,339 $2.39 Million
Q2 2024 Jul 19, 2024	BUY	$91.24 - $94.6 $341,055 - $353,614	3,738 Added 17.93%	24,584 $2.3 Million
Q1 2024 May 02, 2024	SELL	$93.54 - $96.82 $66,039 - $68,354	-706 Reduced 3.28%	20,846 $1.97 Million
Q4 2023 Feb 06, 2024	BUY	$88.95 - $97.0 $1.24 Million - $1.35 Million	13,915 Added 182.21%	21,552 $2.08 Million
Q3 2023 Nov 14, 2023	SELL	$91.32 - $97.13 $1.4 Million - $1.49 Million	-15,351 Reduced 66.78%	7,637 $699,000
Q2 2023 Aug 04, 2023	BUY	$96.39 - $100.48 $901,439 - $939,688	9,352 Added 68.58%	22,988 $2.22 Million
Q1 2023 May 15, 2023	BUY	$94.41 - $100.02 $778,599 - $824,864	8,247 Added 153.03%	13,636 $1.35 Million
Q4 2022 Feb 15, 2023	BUY	$92.93 - $99.14 $500,799 - $534,265	5,389 New	5,389 $516,000
Q1 2022 May 16, 2022	SELL	$106.08 - $113.93 $497,833 - $534,673	-4,693 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$113.55 - $116.36 $532,890 - $546,077	4,693 New	4,693 $540,000
Q3 2019 Nov 14, 2019	SELL	$108.93 - $114.25 $128,973 - $135,272	-1,184 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$105.05 - $110.09 $124,379 - $130,346	1,184 New	1,184 $130,000

Others Institutions Holding IEF

# of Institutions

1,067

Shares Held

279M

Call Options Held

13.2M

Put Options Held

13.9M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Apollon Wealth Management, LLC Ishares Barclays Transaction History