Ica Group Wealth Management, LLC Ishares Barclays Transaction History

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 27,299 shares of IEF stock, worth $2.58 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

27,299

Previous 33,317 18.06%

Holding current value

$2.58 Million

Previous $3.15 Million 18.93%

% of portfolio

1.56%

Previous 0.64%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$91.24 - $94.6 $549,082 - $569,302	-6,018 Reduced 18.06%	27,299 $2.56 Million
Q1 2024 May 14, 2024	BUY	$93.54 - $96.82 $313,546 - $324,540	3,352 Added 11.19%	33,317 $3.15 Million
Q4 2023 Mar 07, 2024	BUY	$88.95 - $97.0 $1.77 Million - $1.93 Million	19,850 Added 196.24%	29,965 $2.89 Million
Q3 2023 Nov 13, 2023	BUY	$91.32 - $97.13 $135,884 - $144,529	1,488 Added 17.25%	10,115 $926,000
Q2 2023 Aug 11, 2023	BUY	$96.39 - $100.48 $459,491 - $478,988	4,767 Added 123.5%	8,627 $833,000
Q1 2023 May 12, 2023	SELL	$94.41 - $100.02 $133,684 - $141,628	-1,416 Reduced 26.84%	3,860 $382,000
Q4 2022 Feb 14, 2023	SELL	$92.93 - $99.14 $22,024 - $23,496	-237 Reduced 4.3%	5,276 $505,000
Q3 2022 Nov 10, 2022	BUY	$94.56 - $105.6 $31,110 - $34,742	329 Added 6.35%	5,513 $529,000
Q2 2022 Oct 03, 2022	BUY	$98.15 - $106.65 $97,561 - $106,010	994 Added 23.72%	5,184 $531,000
Q1 2022 Oct 03, 2022	BUY	$106.08 - $113.93 $444,475 - $477,366	4,190 New	4,190 $427,000

Others Institutions Holding IEF

# of Institutions

1,099

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Account

Ica Group Wealth Management, LLC Ishares Barclays Transaction History