Palumbo Wealth Management LLC Ishares Barclays Transaction History

Palumbo Wealth Management LLC

$251 Million
Q3 2024

A detailed history of Palumbo Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 84,085 shares of IEF stock, worth $7.76 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares

84,085

Previous 82,522 1.89%

Holding current value

$7.76 Million

Previous $7.73 Million 6.75%

% of portfolio

3.28%

Previous 3.33%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$92.67 - $99.14 $144,843 - $154,955	1,563 Added 1.89%	84,085 $8.25 Million
Q2 2024 Aug 02, 2024	SELL	$91.24 - $94.6 $380,744 - $394,765	-4,173 Reduced 4.81%	82,522 $7.73 Million
Q1 2024 Apr 15, 2024	SELL	$93.54 - $96.82 $283,800 - $293,751	-3,034 Reduced 3.38%	86,695 $8.21 Million
Q4 2023 Jan 22, 2024	SELL	$88.95 - $97.0 $2.27 Million - $2.47 Million	-25,485 Reduced 22.12%	89,729 $8.65 Million
Q3 2023 Oct 16, 2023	SELL	$91.32 - $97.13 $813,021 - $864,748	-8,903 Reduced 7.17%	115,214 $10.6 Million
Q2 2023 Jul 26, 2023	BUY	$96.39 - $100.48 $118,559 - $123,590	1,230 Added 1.0%	124,117 $12 Million
Q1 2023 May 04, 2023	BUY	$94.41 - $100.02 $340,442 - $360,672	3,606 Added 3.02%	122,887 $12.2 Million
Q4 2022 Feb 13, 2023	BUY	$92.93 - $99.14 $2.72 Million - $2.9 Million	29,242 Added 32.48%	119,281 $11.4 Million
Q3 2022 Nov 14, 2022	SELL	$94.56 - $105.6 $4.04 Million - $4.51 Million	-42,733 Reduced 32.19%	90,039 $8.64 Million
Q2 2022 Aug 12, 2022	BUY	$98.15 - $106.65 $4.76 Million - $5.17 Million	48,510 Added 57.57%	132,772 $13.6 Million
Q1 2022 May 10, 2022	SELL	$106.08 - $113.93 $3.83 Million - $4.11 Million	-36,068 Reduced 29.97%	84,262 $9.06 Million
Q4 2021 Feb 16, 2022	BUY	$113.55 - $116.36 $208,137 - $213,287	1,833 Added 1.55%	120,330 $13.8 Million
Q3 2021 Nov 12, 2021	BUY	$114.96 - $118.18 $1.42 Million - $1.46 Million	12,334 Added 11.62%	118,497 $13.7 Million
Q2 2021 Aug 16, 2021	BUY	$113.04 - $115.78 $1.5 Million - $1.54 Million	13,296 Added 14.32%	106,163 $12.3 Million
Q1 2021 May 17, 2021	SELL	$112.93 - $119.98 $278,824 - $296,230	-2,469 Reduced 2.59%	92,867 $10.5 Million
Q4 2020 May 17, 2021	BUY	$119.27 - $121.81 $11.4 Million - $11.6 Million	95,336 New	95,336 $11.4 Million

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

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 Palumbo Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palumbo Wealth Management LLC with notifications on news.

Account

Palumbo Wealth Management LLC Ishares Barclays Transaction History