Wcg Wealth Advisors LLC Ishares Barclays Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 277,466 shares of IEF stock, worth $26.2 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

277,466

Previous 269,435 2.98%

Holding current value

$26.2 Million

Previous $26.4 Million 2.97%

% of portfolio

1.81%

Previous 1.79%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$92.08 - $98.18 $739,494 - $788,483	8,031 Added 2.98%	277,466 $25.7 Million
Q3 2024 Nov 13, 2024	SELL	$92.67 - $99.14 $2.61 Million - $2.79 Million	-28,180 Reduced 9.47%	269,435 $26.4 Million
Q2 2024 Aug 12, 2024	BUY	$91.24 - $94.6 $4.53 Million - $4.7 Million	49,659 Added 20.03%	297,615 $27.9 Million
Q1 2024 May 13, 2024	SELL	$93.54 - $96.82 $469,383 - $485,842	-5,018 Reduced 1.98%	247,956 $23.5 Million
Q4 2023 Feb 08, 2024	SELL	$88.95 - $97.0 $1.91 Million - $2.08 Million	-21,442 Reduced 7.81%	252,974 $24.4 Million
Q3 2023 Nov 09, 2023	BUY	$91.32 - $97.13 $983,333 - $1.05 Million	10,768 Added 4.08%	274,416 $25.9 Million
Q2 2023 Aug 14, 2023	BUY	$96.39 - $100.48 $1.64 Million - $1.71 Million	17,018 Added 6.9%	263,648 $25.5 Million
Q1 2023 May 15, 2023	SELL	$94.41 - $100.02 $435,230 - $461,092	-4,610 Reduced 1.83%	246,630 $24.4 Million
Q4 2022 Feb 14, 2023	BUY	$92.93 - $99.14 $458,237 - $488,859	4,931 Added 2.0%	251,240 $24.1 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $23.3 Million - $26 Million	246,309 New	246,309 $23.6 Million

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

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Wcg Wealth Advisors LLC Ishares Barclays Transaction History