A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 64,000 shares of IEF stock, worth $5.9 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
64,000
Previous 64,808 1.25%
Holding current value
$5.9 Million
Previous $6.07 Million 3.46%
% of portfolio
0.53%
Previous 0.54%

Shares

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

Oct 22, 2024

SELL
$92.67 - $99.14 $74,877 - $80,105
-808 Reduced 1.25%
64,000 $6.28 Million
Q2 2024

Jul 30, 2024

SELL
$91.24 - $94.6 $11,861 - $12,298
-130 Reduced 0.2%
64,808 $6.07 Million
Q1 2024

May 03, 2024

BUY
$93.54 - $96.82 $197,462 - $204,387
2,111 Added 3.36%
64,938 $6.15 Million
Q4 2023

Jan 31, 2024

BUY
$88.95 - $97.0 $98,467 - $107,379
1,107 Added 1.79%
62,827 $6.06 Million
Q3 2023

Oct 23, 2023

BUY
$91.32 - $97.13 $304,826 - $324,219
3,338 Added 5.72%
61,720 $5.65 Million
Q2 2023

Aug 09, 2023

BUY
$96.39 - $100.48 $5.63 Million - $5.87 Million
58,382 New
58,382 $5.64 Million
Q4 2022

Jan 17, 2023

BUY
$92.93 - $99.14 $179,726 - $191,736
1,934 Added 3.45%
57,961 $0
Q3 2022

Oct 13, 2022

BUY
$94.56 - $105.6 $162,359 - $181,315
1,717 Added 3.16%
56,027 $5.38 Million
Q2 2022

Jul 21, 2022

SELL
$98.15 - $106.65 $6,379 - $6,932
-65 Reduced 0.12%
54,310 $5.56 Million
Q1 2022

May 04, 2022

BUY
$106.08 - $113.93 $81,893 - $87,953
772 Added 1.44%
54,375 $5.84 Million
Q4 2021

Feb 10, 2022

SELL
$113.55 - $116.36 $245,381 - $251,453
-2,161 Reduced 3.88%
53,603 $6.16 Million
Q3 2021

Nov 03, 2021

BUY
$114.96 - $118.18 $4.87 Million - $5.01 Million
42,382 Added 316.71%
55,764 $6.43 Million
Q2 2021

Jul 27, 2021

SELL
$113.04 - $115.78 $28.7 Million - $29.4 Million
-254,261 Reduced 95.0%
13,382 $13.4 Million
Q1 2021

May 10, 2021

SELL
$112.93 - $119.98 $922,751 - $980,356
-8,171 Reduced 2.96%
267,643 $30.2 Million
Q4 2020

Feb 05, 2021

SELL
$119.27 - $121.81 $1.6 Million - $1.63 Million
-13,415 Reduced 4.64%
275,814 $33.1 Million
Q3 2020

Nov 03, 2020

BUY
$121.18 - $123.06 $533,797 - $542,079
4,405 Added 1.55%
289,229 $35.2 Million
Q2 2020

Jul 31, 2020

BUY
$119.77 - $122.41 $5.03 Million - $5.14 Million
41,972 Added 17.28%
284,824 $34.7 Million
Q1 2020

Apr 28, 2020

SELL
$110.73 - $121.48 $4.52 Million - $4.96 Million
-40,809 Reduced 14.39%
242,852 $29.5 Million
Q4 2019

Jan 30, 2020

SELL
$110.18 - $113.81 $874,939 - $903,765
-7,941 Reduced 2.72%
283,661 $31.3 Million
Q3 2019

Nov 06, 2019

BUY
$108.93 - $114.25 $27.4 Million - $28.7 Million
251,316 Added 623.83%
291,602 $32.8 Million
Q2 2019

Jul 31, 2019

SELL
$105.05 - $110.09 $81,308 - $85,209
-774 Reduced 1.89%
40,286 $4.43 Million
Q1 2019

Apr 30, 2019

BUY
$103.43 - $106.84 $161,867 - $167,204
1,565 Added 3.96%
41,060 $4.38 Million
Q4 2018

Feb 01, 2019

SELL
$99.72 - $104.2 $341,740 - $357,093
-3,427 Reduced 7.98%
39,495 $4.12 Million
Q3 2018

Nov 15, 2018

BUY
$100.79 - $102.89 $668,338 - $682,263
6,631 Added 18.27%
42,922 $4.34 Million
Q2 2018

Aug 09, 2018

BUY
$100.36 - $103.12 $20,272 - $20,830
202 Added 0.56%
36,291 $3.72 Million
Q1 2018

May 07, 2018

SELL
$101.6 - $105.33 $40,640 - $42,132
-400 Reduced 1.1%
36,089 $3.72 Million
Q4 2017

Jan 30, 2018

BUY
$105.0 - $106.86 $171,990 - $175,036
1,638 Added 4.7%
36,489 $3.85 Million
Q3 2017

Nov 09, 2017

BUY
$106.52 - $107.22 $3.71 Million - $3.74 Million
34,851
34,851 $3.71 Million

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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