Beacon Wealthcare LLC Ishares Barclays Transaction History

Beacon Wealthcare LLC

$246 Million
Q4 2024

A detailed history of Beacon Wealthcare LLC transactions in Ishares Barclays stock. As of the latest transaction made, Beacon Wealthcare LLC holds 389,776 shares of IEF stock, worth $36.5 Million. This represents 14.62% of its overall portfolio holdings.

Number of Shares

389,776

Previous 395,012 1.33%

Holding current value

$36.5 Million

Previous $38.8 Million 7.03%

% of portfolio

14.62%

Previous 15.64%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 03, 2025	SELL	$92.08 - $98.18 $482,130 - $514,070	-5,236 Reduced 1.33%	389,776 $36 Million
Q3 2024 Oct 08, 2024	BUY	$92.67 - $99.14 $344,083 - $368,106	3,713 Added 0.95%	395,012 $38.8 Million
Q2 2024 Jul 03, 2024	SELL	$91.24 - $94.6 $124,451 - $129,034	-1,364 Reduced 0.35%	391,299 $36.6 Million
Q1 2024 Apr 12, 2024	SELL	$93.54 - $96.82 $2.19 Million - $2.27 Million	-23,404 Reduced 5.63%	392,663 $37.2 Million
Q4 2023 Jan 05, 2024	SELL	$88.95 - $97.0 $7.11 Million - $7.76 Million	-79,951 Reduced 16.12%	416,067 $40.1 Million
Q3 2023 Oct 10, 2023	BUY	$91.32 - $97.13 $173,325 - $184,352	1,898 Added 0.38%	496,018 $45.4 Million
Q2 2023 Jul 11, 2023	SELL	$96.39 - $100.48 $608,317 - $634,129	-6,311 Reduced 1.26%	494,120 $47.7 Million
Q1 2023 Apr 06, 2023	BUY	$94.41 - $100.02 $406,718 - $430,886	4,308 Added 0.87%	500,431 $49.6 Million
Q4 2022 Feb 10, 2023	SELL	$92.93 - $99.14 $2.11 Million - $2.25 Million	-22,689 Reduced 4.37%	496,123 $47.5 Million
Q3 2022 Oct 04, 2022	BUY	$94.56 - $105.6 $889,715 - $993,590	9,409 Added 1.85%	518,812 $49.8 Million
Q2 2022 Jul 01, 2022	SELL	$98.15 - $106.65 $3.11 Million - $3.38 Million	-31,655 Reduced 5.85%	509,403 $52.1 Million
Q1 2022 Apr 05, 2022	SELL	$106.08 - $113.93 $3.44 Million - $3.7 Million	-32,457 Reduced 5.66%	541,058 $58.1 Million
Q4 2021 Jan 07, 2022	SELL	$113.55 - $116.36 $1.21 Million - $1.24 Million	-10,667 Reduced 1.83%	573,515 $66 Million
Q3 2021 Oct 05, 2021	BUY	$114.96 - $118.18 $3.91 Million - $4.02 Million	33,994 Added 6.18%	584,182 $67.3 Million
Q2 2021 Jul 02, 2021	BUY	$113.04 - $115.78 $2.76 Million - $2.83 Million	24,406 Added 4.64%	550,188 $63.5 Million
Q1 2021 Apr 06, 2021	BUY	$112.93 - $119.98 $59.4 Million - $63.1 Million	525,782 New	525,782 $59.4 Million

Others Institutions Holding IEF

# of Institutions

1,093

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Beacon Wealthcare LLC Ishares Barclays Transaction History