Capital Advisors Wealth Management, LLC Ishares Barclays Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 3,017 shares of IEF stock, worth $286,886. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,017
Holding current value
$286,886
% of portfolio
0.05%

Shares

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

Jan 14, 2025
BUY
$92.08 - $98.18 $277,805 - $296,209
3,017 New
3,017 $278,000
Q3 2023

Oct 10, 2023
SELL
$91.32 - $97.13 $259,531 - $276,043
-2,842 Reduced 28.37%
7,177 $657,000
Q2 2023

Jul 11, 2023
SELL
$96.39 - $100.48 $48,195 - $50,240
-500 Reduced 4.75%
10,019 $967,000
Q1 2023

Apr 14, 2023
BUY
$94.41 - $100.02 $993,098 - $1.05 Million
10,519 New
10,519 $1.04 Million
Q2 2021

Aug 13, 2021
SELL
$113.04 - $115.78 $279,321 - $286,092
-2,471 Closed
0 $0
Q1 2021

Apr 20, 2021
BUY
$112.93 - $119.98 $279,050 - $296,470
2,471 New
2,471 $279,000

Others Institutions Holding IEF

# of Institutions
1,103
Shares Held
279M
Call Options Held
14.3M
Put Options Held
8.92M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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