First Purpose Wealth LLC Ishares Barclays Transaction History

First Purpose Wealth LLC

$275 Million
Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Ishares Barclays stock. As of the latest transaction made, First Purpose Wealth LLC holds 8,895 shares of IEF stock, worth $819,051. This represents 0.31% of its overall portfolio holdings.

Number of Shares

8,895

Previous 8,511 4.51%

Holding current value

$819,051

Previous $820,000 2.68%

% of portfolio

0.31%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$93.54 - $96.82 $35,919 - $37,178	384 Added 4.51%	8,895 $842,000
Q4 2023 Apr 22, 2024	BUY	$88.95 - $97.0 $8,361 - $9,118	94 Added 1.12%	8,511 $820,000
Q3 2023 Oct 30, 2023	BUY	$91.32 - $97.13 $107,757 - $114,613	1,180 Added 16.31%	8,417 $770,000
Q2 2023 Jul 21, 2023	BUY	$96.39 - $100.48 $289 - $301	3 Added 0.04%	7,237 $699,000
Q1 2023 May 03, 2023	BUY	$94.41 - $100.02 $111,026 - $117,623	1,176 Added 19.41%	7,234 $717,000
Q4 2022 Jan 26, 2023	SELL	$92.93 - $99.14 $9,293 - $9,914	-100 Reduced 1.62%	6,058 $0
Q3 2022 Oct 24, 2022	BUY	$94.56 - $105.6 $582,300 - $650,284	6,158 New	6,158 $591,000

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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First Purpose Wealth LLC Ishares Barclays Transaction History