Archetype Wealth Partners Ishares Barclays Transaction History

Archetype Wealth Partners

  • $686 Million
  • Q4 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Barclays stock. As of the latest transaction made, Archetype Wealth Partners holds 290,479 shares of IEF stock, worth $27.4 Million. This represents 3.91% of its overall portfolio holdings.

Number of Shares
290,479
Previous 99,604 191.63%
Holding current value
$27.4 Million
Previous $9.77 Million 174.79%
% of portfolio
3.91%
Previous 1.42%

Shares

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

Feb 14, 2025
BUY
$92.08 - $98.18 $17.6 Million - $18.7 Million
190,875 Added 191.63%
290,479 $26.9 Million
Q3 2024

Nov 14, 2024
BUY
$92.67 - $99.14 $9.23 Million - $9.87 Million
99,604 New
99,604 $9.77 Million

Others Institutions Holding IEF

# of Institutions
1,108
Shares Held
281M
Call Options Held
14.3M
Put Options Held
8.91M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Archetype Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email