Global Retirement Partners, LLC Ishares Barclays Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Global Retirement Partners, LLC holds 58,895 shares of IEF stock, worth $5.55 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

58,895

Previous 57,083 3.17%

Holding current value

$5.55 Million

Previous $5.6 Million 2.79%

% of portfolio

0.16%

Previous 0.17%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$92.08 - $98.18 $166,848 - $177,902	1,812 Added 3.17%	58,895 $5.44 Million
Q3 2024 Oct 16, 2024	SELL	$92.67 - $99.14 $252,155 - $269,759	-2,721 Reduced 4.55%	57,083 $5.6 Million
Q2 2024 Jul 23, 2024	BUY	$91.24 - $94.6 $945,520 - $980,339	10,363 Added 20.96%	59,804 $5.6 Million
Q1 2024 Apr 23, 2024	SELL	$93.54 - $96.82 $379,024 - $392,314	-4,052 Reduced 7.57%	49,441 $4.68 Million
Q4 2023 Jan 18, 2024	BUY	$88.95 - $97.0 $293,357 - $319,906	3,298 Added 6.57%	53,493 $5.16 Million
Q3 2023 Oct 13, 2023	BUY	$91.32 - $97.13 $60,636 - $64,494	664 Added 1.34%	50,195 $4.6 Million
Q2 2023 Jul 20, 2023	BUY	$96.39 - $100.48 $544,314 - $567,410	5,647 Added 12.87%	49,531 $4.78 Million
Q1 2023 May 05, 2023	SELL	$94.41 - $100.02 $906,241 - $960,091	-9,599 Reduced 17.95%	43,884 $4.35 Million
Q4 2022 Feb 13, 2023	BUY	$92.93 - $99.14 $85,774 - $91,506	923 Added 1.76%	53,483 $5.12 Million
Q4 2022 Feb 13, 2023	BUY	$92.93 - $99.14 $85,774 - $91,506	923 Added 1.76%	53,483 $5.12 Million
Q3 2022 Nov 03, 2022	BUY	$94.56 - $105.6 $674,401 - $753,139	7,132 Added 15.7%	52,560 $4.96 Million
Q2 2022 Jul 15, 2022	BUY	$98.15 - $106.65 $20,120 - $21,863	205 Added 0.45%	45,428 $4.65 Million
Q1 2022 Jul 14, 2022	BUY	$106.08 - $113.93 $4.8 Million - $5.15 Million	45,223 New	45,223 $4.71 Million
Q4 2021 Jan 21, 2022	SELL	$113.55 - $116.36 $2.77 Million - $2.84 Million	-24,373 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$114.96 - $118.18 $352,007 - $361,867	-3,062 Reduced 11.16%	24,373 $2.81 Million
Q2 2021 Jul 15, 2021	BUY	$113.04 - $115.78 $172,499 - $176,680	1,526 Added 5.89%	27,435 $3.17 Million
Q1 2021 Apr 14, 2021	BUY	$112.93 - $119.98 $56,352 - $59,870	499 Added 1.96%	25,909 $2.93 Million
Q4 2020 Jan 13, 2021	BUY	$119.27 - $121.81 $406,710 - $415,372	3,410 Added 15.5%	25,410 $3.05 Million
Q3 2020 Oct 09, 2020	SELL	$121.18 - $123.06 $86,764 - $88,110	-716 Reduced 3.15%	22,000 $2.68 Million
Q2 2020 Jul 13, 2020	SELL	$119.77 - $122.41 $485,308 - $496,005	-4,052 Reduced 15.14%	22,716 $2.77 Million
Q1 2020 Apr 28, 2020	BUY	$110.73 - $121.48 $421,881 - $462,838	3,810 Added 16.6%	26,768 $3.25 Million
Q4 2019 Jan 23, 2020	SELL	$110.18 - $113.81 $2.66 Million - $2.74 Million	-24,107 Reduced 51.22%	22,958 $2.53 Million
Q3 2019 Nov 19, 2019	BUY	$108.93 - $114.25 $1.79 Million - $1.88 Million	16,478 Added 53.87%	47,065 $5.29 Million
Q2 2019 Nov 19, 2019	BUY	$105.05 - $110.09 $208,314 - $218,308	1,983 Added 6.93%	30,587 $3.37 Million
Q1 2019 May 07, 2019	BUY	$103.43 - $106.84 $942,143 - $973,205	9,109 Added 46.72%	28,604 $3.05 Million
Q4 2018 Feb 22, 2019	BUY	$99.72 - $104.2 $52,253 - $54,600	524 Added 2.76%	19,495 $2.03 Million
Q3 2018 Oct 17, 2018	BUY	$100.79 - $102.89 $38,400 - $39,201	381 Added 2.05%	18,971 $1.92 Million
Q2 2018 Aug 13, 2018	BUY	$100.36 - $103.12 $96,646 - $99,304	963 Added 5.46%	18,590 $1.91 Million
Q1 2018 Aug 10, 2018	BUY	$101.6 - $105.33 $186,232 - $193,069	1,833 Added 11.61%	17,627 $1.82 Million
Q4 2017 Aug 13, 2018	BUY	$105.0 - $106.86 $182,385 - $185,615	1,737 Added 12.36%	15,794 $1.67 Million
Q3 2017 Aug 10, 2018	BUY	$106.52 - $107.22 $106,839 - $107,541	1,003 Added 7.68%	14,057 $1.5 Million
Q2 2017 Aug 10, 2018	BUY	N/A	946 Added 7.81%	13,054 $1.39 Million
Q1 2017 Aug 10, 2018	BUY	N/A	2,386 Added 24.54%	12,108 $1.28 Million
Q4 2016 Aug 10, 2018	BUY	N/A	9,722	9,722 $1.02 Million

Others Institutions Holding IEF

# of Institutions

1,108

Shares Held

281M

Call Options Held

14.3M

Put Options Held

8.91M

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About ISHARES BARCLAYS

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Global Retirement Partners, LLC Ishares Barclays Transaction History