Crestwood Advisors Group LLC Ishares Barclays Transaction History

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Barclays stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 5,459 shares of IEF stock, worth $510,744. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,459
Previous 7,107 23.19%
Holding current value
$510,744
Previous $697,000 27.69%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 04, 2025
SELL
$92.08 - $98.18 $151,747 - $161,800
-1,648 Reduced 23.19%
5,459 $504,000
Q3 2024

Oct 30, 2024
BUY
$92.67 - $99.14 $95,264 - $101,915
1,028 Added 16.91%
7,107 $697,000
Q2 2024

Aug 01, 2024
BUY
$91.24 - $94.6 $12,134 - $12,581
133 Added 2.24%
6,079 $569,000
Q1 2024

May 08, 2024
BUY
$93.54 - $96.82 $21,701 - $22,462
232 Added 4.06%
5,946 $562,000
Q4 2023

Jan 29, 2024
BUY
$88.95 - $97.0 $508,260 - $554,258
5,714 New
5,714 $550,000

Others Institutions Holding IEF

# of Institutions
1,064
Shares Held
286M
Call Options Held
13.2M
Put Options Held
13.9M
View Full List

About ISHARES BARCLAYS

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