Circle Wealth Management, LLC Ishares Barclays Transaction History

Circle Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Circle Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Circle Wealth Management, LLC holds 42,285 shares of IEF stock, worth $4.02 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
42,285
Previous 48,879 13.49%
Holding current value
$4.02 Million
Previous $4.8 Million 18.49%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Feb 14, 2025
SELL
$92.08 - $98.18 $607,175 - $647,398
-6,594 Reduced 13.49%
42,285 $3.91 Million
Q3 2024

Nov 14, 2024
BUY
$92.67 - $99.14 $2.57 Million - $2.75 Million
27,736 Added 131.18%
48,879 $4.8 Million
Q1 2024

May 14, 2024
SELL
$93.54 - $96.82 $183,899 - $190,348
-1,966 Reduced 8.51%
21,143 $2 Million
Q3 2023

Nov 14, 2023
BUY
$91.32 - $97.13 $2.11 Million - $2.24 Million
23,109 New
23,109 $2.12 Million

Others Institutions Holding IEF

# of Institutions
1,101
Shares Held
295M
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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