Dynamic Wealth Strategies, LLC Ishares Barclays Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 84,501 shares of IEF stock, worth $7.8 Million. This represents 6.76% of its overall portfolio holdings.

Number of Shares
84,501
Previous 79,687 6.04%
Holding current value
$7.8 Million
Previous $7.46 Million 11.09%
% of portfolio
6.76%
Previous 6.41%

Shares

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

Nov 13, 2024
BUY
$92.67 - $99.14 $446,113 - $477,259
4,814 Added 6.04%
84,501 $8.29 Million
Q2 2024

Aug 15, 2024
SELL
$91.24 - $94.6 $81,842 - $84,856
-897 Reduced 1.11%
79,687 $7.46 Million
Q1 2024

May 15, 2024
BUY
$93.54 - $96.82 $1.96 Million - $2.03 Million
20,934 Added 35.09%
80,584 $7.63 Million
Q4 2023

Feb 13, 2024
BUY
$88.95 - $97.0 $5.31 Million - $5.79 Million
59,650 New
59,650 $5.75 Billion

Others Institutions Holding IEF

# of Institutions
1,055
Shares Held
280M
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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