Simplicity Wealth,Llc Ishares Barclays Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Barclays stock. As of the latest transaction made, Simplicity Wealth,Llc holds 12,357 shares of IEF stock, worth $1.17 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

12,357

Previous 26,860 53.99%

Holding current value

$1.17 Million

Previous $2.64 Million 56.66%

% of portfolio

0.25%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$92.08 - $98.18 $1.34 Million - $1.42 Million	-14,503 Reduced 53.99%	12,357 $1.14 Million
Q3 2024 Oct 09, 2024	BUY	$92.67 - $99.14 $87,573 - $93,687	945 Added 3.65%	26,860 $2.64 Million
Q2 2024 Jul 10, 2024	BUY	$91.24 - $94.6 $105,017 - $108,884	1,151 Added 4.65%	25,915 $2.43 Million
Q1 2024 Apr 24, 2024	BUY	$93.54 - $96.82 $1.25 Million - $1.29 Million	13,339 Added 116.75%	24,764 $2.34 Million
Q4 2023 Jan 29, 2024	BUY	$88.95 - $97.0 $603,703 - $658,339	6,787 Added 146.33%	11,425 $1.1 Million
Q3 2023 Oct 19, 2023	BUY	$91.32 - $97.13 $423,542 - $450,488	4,638 New	4,638 $424,000

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

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Simplicity Wealth,Llc Ishares Barclays Transaction History