Wcg Wealth Advisors LLC Ishares Barclays Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 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 269,435 shares of IEF stock, worth $24.9 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

269,435

Previous 297,615 9.47%

Holding current value

$24.9 Million

Previous $27.9 Million 5.15%

% of portfolio

1.79%

Previous 2.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,055

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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Ishares Barclays Transaction History