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 $1.15 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

12,357

Previous 26,860 53.99%

Holding current value

$1.15 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

1,069

Shares Held

310M

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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account

Simplicity Wealth,Llc Ishares Barclays Transaction History