Icon Wealth Partners, LLC Ishares Barclays Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 5,110 shares of IEF stock, worth $470,528. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,110
Previous 5,256 2.78%
Holding current value
$470,528
Previous $507,000 7.69%
% of portfolio
0.05%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$91.32 - $97.13 $13,332 - $14,180
-146 Reduced 2.78%
5,110 $468,000
Q2 2023

Aug 03, 2023
SELL
$96.39 - $100.48 $442,044 - $460,801
-4,586 Reduced 46.6%
5,256 $507,000
Q1 2023

May 11, 2023
BUY
$94.41 - $100.02 $929,183 - $984,396
9,842 New
9,842 $975,000
Q2 2022

Jul 19, 2022
SELL
$98.15 - $106.65 $209,844 - $228,017
-2,138 Closed
0 $0
Q1 2022

Apr 19, 2022
BUY
$106.08 - $113.93 $226,799 - $243,582
2,138 New
2,138 $230,000
Q1 2021

Apr 26, 2021
SELL
$112.93 - $119.98 $575,152 - $611,058
-5,093 Closed
0 $0
Q4 2020

Feb 08, 2021
BUY
$119.27 - $121.81 $172,345 - $176,015
1,445 Added 39.61%
5,093 $611,000
Q3 2020

Oct 22, 2020
BUY
$121.18 - $123.06 $84,341 - $85,649
696 Added 23.58%
3,648 $444,000
Q2 2020

Jul 14, 2020
BUY
$119.77 - $122.41 $353,561 - $361,354
2,952 New
2,952 $360,000
Q2 2019

Aug 13, 2019
SELL
$105.05 - $110.09 $3,466 - $3,632
-33 Closed
0 $0
Q1 2019

May 09, 2019
BUY
$103.43 - $106.84 $3,413 - $3,525
33 New
33 $4,000
Q3 2018

Nov 14, 2018
SELL
$100.79 - $102.89 $196,540 - $200,635
-1,950 Closed
0 $0
Q2 2018

Aug 13, 2018
SELL
$100.36 - $103.12 $11,139 - $11,446
-111 Reduced 5.39%
1,950 $200,000
Q1 2018

May 15, 2018
SELL
$101.6 - $105.33 $347,980 - $360,755
-3,425 Reduced 62.43%
2,061 $213,000
Q4 2017

Feb 13, 2018
BUY
$105.0 - $106.86 $576,030 - $586,233
5,486
5,486 $579,000

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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