A detailed history of Middleton & CO Inc transactions in Ishares Barclays stock. As of the latest transaction made, Middleton & CO Inc holds 156,733 shares of IEF stock, worth $14.8 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
156,733
Previous 147,750 6.08%
Holding current value
$14.8 Million
Previous $13.8 Million 11.14%
% of portfolio
1.71%
Previous 1.61%

Shares

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

Oct 23, 2024

BUY
$92.67 - $99.14 $832,454 - $890,574
8,983 Added 6.08%
156,733 $15.4 Million
Q2 2024

Aug 12, 2024

SELL
$91.24 - $94.6 $578,735 - $600,047
-6,343 Reduced 4.12%
147,750 $13.8 Million
Q1 2024

May 14, 2024

BUY
$93.54 - $96.82 $2.35 Million - $2.43 Million
25,128 Added 19.48%
154,093 $14.6 Million
Q4 2023

Feb 13, 2024

BUY
$88.95 - $97.0 $162,333 - $177,025
1,825 Added 1.44%
128,965 $12.4 Million
Q3 2023

Oct 26, 2023

BUY
$91.32 - $97.13 $3.61 Million - $3.84 Million
39,490 Added 45.05%
127,140 $11.6 Million
Q2 2023

Jul 28, 2023

BUY
$96.39 - $100.48 $8.45 Million - $8.81 Million
87,650 New
87,650 $8.47 Million

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Middleton & CO Inc Portfolio

Follow Middleton & CO Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Middleton & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Middleton & CO Inc with notifications on news.