A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 19,498 shares of IEF stock, worth $1.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,498
Previous 11,990 62.62%
Holding current value
$1.8 Million
Previous $1.12 Million 70.5%
% of portfolio
0.05%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$92.67 - $99.14 $695,766 - $744,343
7,508 Added 62.62%
19,498 $1.91 Million
Q2 2024

Aug 09, 2024

SELL
$91.24 - $94.6 $26,550 - $27,528
-291 Reduced 2.37%
11,990 $1.12 Million
Q1 2024

May 14, 2024

SELL
$93.54 - $96.82 $11.5 Million - $11.9 Million
-122,715 Reduced 90.9%
12,281 $1.16 Million
Q4 2023

Feb 06, 2024

BUY
$88.95 - $97.0 $2.63 Million - $2.86 Million
29,516 Added 27.98%
134,996 $13 Million
Q3 2023

Nov 14, 2023

BUY
$91.32 - $97.13 $5.06 Million - $5.38 Million
55,437 Added 110.78%
105,480 $9.66 Million
Q2 2023

Aug 08, 2023

SELL
$96.39 - $100.48 $314,135 - $327,464
-3,259 Reduced 6.11%
50,043 $4.83 Million
Q1 2023

May 03, 2023

BUY
$94.41 - $100.02 $3.82 Million - $4.04 Million
40,410 Added 313.45%
53,302 $5.28 Million
Q4 2022

Feb 14, 2023

SELL
$92.93 - $99.14 $221,080 - $235,854
-2,379 Reduced 15.58%
12,892 $1.23 Million
Q3 2022

Nov 14, 2022

SELL
$94.56 - $105.6 $6.16 Million - $6.88 Million
-65,113 Reduced 81.0%
15,271 $1.47 Million
Q2 2022

Aug 11, 2022

BUY
$98.15 - $106.65 $7.58 Million - $8.23 Million
77,200 Added 2424.62%
80,384 $8.22 Million
Q1 2022

Aug 11, 2022

SELL
$106.08 - $113.93 $1.12 Million - $1.2 Million
-10,547 Reduced 76.81%
3,184 $342,000
Q4 2021

Aug 11, 2022

BUY
$113.55 - $116.36 $1.56 Million - $1.6 Million
13,731 New
13,731 $1.58 Million

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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