Cadence Wealth Management LLC Ishares Barclays Transaction History

Cadence Wealth Management LLC

  • $135 Million
  • Q1 2025

A detailed history of Cadence Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Cadence Wealth Management LLC holds 119,079 shares of IEF stock, worth $11.4 Million. This represents 8.4% of its overall portfolio holdings.

Number of Shares
119,079
Previous 68,002 75.11%
Holding current value
$11.4 Million
Previous $6.29 Million 80.66%
% of portfolio
8.4%
Previous 4.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$91.17 - $95.39 $4.66 Million - $4.87 Million
51,077 Added 75.11%
119,079 $11.4 Million
Q4 2024

Feb 10, 2025
BUY
$92.08 - $98.18 $6.26 Million - $6.68 Million
68,002 New
68,002 $6.29 Million

Others Institutions Holding IEF

# of Institutions
1,151
Shares Held
306M
Call Options Held
6.96M
Put Options Held
4.1M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Cadence Wealth Management LLC Portfolio

Follow Cadence Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cadence Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cadence Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email