Phillips Wealth Planners LLC Ishares Barclays Transaction History

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Barclays stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 4,424 shares of IEF stock, worth $408,114. This represents 0.41% of its overall portfolio holdings.

Number of Shares

4,424

Previous 4,401 0.52%

Holding current value

$408,114

Previous $414 Million 2.85%

% of portfolio

0.41%

Previous 0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$92.67 - $99.14 $2,131 - $2,280	23 Added 0.52%	4,424 $426 Million
Q2 2024 Aug 02, 2024	BUY	$91.24 - $94.6 $10,675 - $11,068	117 Added 2.73%	4,401 $414 Million
Q1 2024 Apr 29, 2024	SELL	$93.54 - $96.82 $49,202 - $50,927	-526 Reduced 10.94%	4,284 $391 Million
Q4 2023 Feb 12, 2024	BUY	$88.95 - $97.0 $48,388 - $52,768	544 Added 12.75%	4,810 $457 Million
Q3 2023 Oct 30, 2023	BUY	$91.32 - $97.13 $32,235 - $34,286	353 Added 9.02%	4,266 $379 Million
Q2 2023 Jul 26, 2023	BUY	$96.39 - $100.48 $14,747 - $15,373	153 Added 4.07%	3,913 $378 Million
Q1 2023 May 15, 2023	SELL	$94.41 - $100.02 $5,759 - $6,101	-61 Reduced 1.6%	3,760 $370 Million
Q4 2022 Feb 14, 2023	BUY	$92.93 - $99.14 $355,085 - $378,813	3,821 New	3,821 $371 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 Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Account

Phillips Wealth Planners LLC Ishares Barclays Transaction History