A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 26,279 shares of IEF stock, worth $2.49 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
26,279
Holding current value
$2.49 Million
% of portfolio
4.07%

Shares

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

Oct 22, 2024

BUY
$92.67 - $99.14 $2.44 Million - $2.61 Million
26,279 New
26,279 $2.58 Billion
Q1 2024

May 14, 2024

SELL
$93.54 - $96.82 $246,571 - $255,217
-2,636 Closed
0 $0
Q4 2023

May 14, 2024

BUY
$88.95 - $97.0 $234,472 - $255,692
2,636 New
2,636 $254 Million

Others Institutions Holding IEF

About ISHARES BARCLAYS


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

Track Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld Wealth Management, LLC 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 Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.