Wunderlich Capital Managemnt Ishares Barclays Transaction History

Wunderlich Capital Managemnt

  • $212 Million
  • Q2 2024

A detailed history of Wunderlich Capital Managemnt transactions in Ishares Barclays stock. As of the latest transaction made, Wunderlich Capital Managemnt holds 56,885 shares of IEF stock, worth $5.24 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
56,885
Previous 56,088 1.42%
Holding current value
$5.24 Million
Previous $5.31 Million 0.34%
% of portfolio
2.51%
Previous 2.51%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$91.24 - $94.6 $72,718 - $75,396
797 Added 1.42%
56,885 $5.33 Million
Q1 2024

May 15, 2024
SELL
$93.54 - $96.82 $256,673 - $265,674
-2,744 Reduced 4.66%
56,088 $5.31 Million
Q4 2023

Feb 15, 2024
SELL
$88.95 - $97.0 $246,124 - $268,399
-2,767 Reduced 4.49%
58,832 $5.67 Million
Q3 2023

Nov 15, 2023
BUY
$91.32 - $97.13 $5.11 Million - $5.44 Million
55,957 Added 991.79%
61,599 $5.64 Million
Q3 2023

Nov 14, 2023
SELL
$91.32 - $97.13 $5.26 Million - $5.59 Million
-57,576 Reduced 91.08%
5,642 $5.64 Million
Q2 2023

Aug 08, 2023
SELL
$96.39 - $100.48 $140,729 - $146,700
-1,460 Reduced 2.26%
63,218 $6.11 Million
Q1 2023

May 09, 2023
SELL
$94.41 - $100.02 $122,921 - $130,226
-1,302 Reduced 1.97%
64,678 $6.41 Million
Q4 2022

Feb 14, 2023
BUY
$92.93 - $99.14 $6.13 Million - $6.54 Million
65,980 New
65,980 $6.32 Million
Q1 2020

May 14, 2020
SELL
$110.73 - $121.48 $2.1 Million - $2.3 Million
-18,971 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$110.18 - $113.81 $7,382 - $7,625
67 Added 0.35%
18,971 $2.09 Million
Q3 2019

Nov 15, 2019
SELL
$108.93 - $114.25 $65,575 - $68,778
-602 Reduced 3.09%
18,904 $2.13 Million
Q2 2019

Aug 14, 2019
SELL
$105.05 - $110.09 $218,609 - $229,097
-2,081 Reduced 9.64%
19,506 $2.15 Million
Q1 2019

May 16, 2019
BUY
$103.43 - $106.84 $5,895 - $6,089
57 Added 0.26%
21,587 $2.3 Million
Q4 2018

Feb 14, 2019
BUY
$99.72 - $104.2 $88,252 - $92,217
885 Added 4.29%
21,530 $2.24 Million
Q3 2018

Nov 15, 2018
BUY
$100.79 - $102.89 $100,185 - $102,272
994 Added 5.06%
20,645 $2.09 Million
Q2 2018

Aug 14, 2018
BUY
$100.36 - $103.12 $45,764 - $47,022
456 Added 2.38%
19,651 $2.01 Million
Q1 2018

May 08, 2018
BUY
$101.6 - $105.33 $328,574 - $340,637
3,234 Added 20.26%
19,195 $1.98 Million
Q4 2017

Feb 15, 2018
BUY
$105.0 - $106.86 $60,375 - $61,444
575 Added 3.74%
15,961 $1.69 Million
Q3 2017

Nov 15, 2017
BUY
$106.52 - $107.22 $1.64 Million - $1.65 Million
15,386
15,386 $1.64 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

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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