Lumature Wealth Partners, LLC Ishares Barclays Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 60 shares of IEF stock, worth $5,668. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,668

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$96.39 - $100.48 $5,783 - $6,028	60 New	60 $5,000
Q4 2022 Feb 14, 2023	SELL	$92.93 - $99.14 $53,527 - $57,104	-576 Reduced 84.83%	103 $9,000
Q3 2022 Nov 10, 2022	SELL	$94.56 - $105.6 $87,940 - $98,208	-930 Reduced 57.8%	679 $65,000
Q2 2022 Aug 10, 2022	SELL	$98.15 - $106.65 $1.55 Million - $1.69 Million	-15,800 Reduced 90.76%	1,609 $165,000
Q1 2022 May 13, 2022	BUY	$106.08 - $113.93 $19,518 - $20,963	184 Added 1.07%	17,409 $1.87 Million
Q4 2021 Feb 10, 2022	SELL	$113.55 - $116.36 $88,796 - $90,993	-782 Reduced 4.34%	17,225 $1.98 Million
Q3 2021 Oct 29, 2021	BUY	$114.96 - $118.18 $49,662 - $51,053	432 Added 2.46%	18,007 $2.08 Million
Q2 2021 Aug 10, 2021	BUY	$113.04 - $115.78 $212,967 - $218,129	1,884 Added 12.01%	17,575 $2.03 Million
Q1 2021 May 11, 2021	BUY	$112.93 - $119.98 $945,788 - $1 Million	8,375 Added 114.48%	15,691 $1.77 Million
Q4 2020 Feb 08, 2021	BUY	$119.27 - $121.81 $872,579 - $891,161	7,316 New	7,316 $878,000

Others Institutions Holding IEF

# of Institutions

1,100

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 Lumature Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Account

Lumature Wealth Partners, LLC Ishares Barclays Transaction History