Cadence Wealth Management LLC Ishares Barclays Transaction History

Cadence Wealth Management LLC

  • $188 Million
  • Q3 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 146,531 shares of IEF stock, worth $14.1 Million. This represents 7.52% of its overall portfolio holdings.

Number of Shares
146,531
Previous 119,079 23.05%
Holding current value
$14.1 Million
Previous $11.4 Million 24.46%
% of portfolio
7.52%
Previous 8.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$93.91 - $97.26 $2.58 Million - $2.67 Million
27,452 Added 23.05%
146,531 $14.1 Million
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
1,181
Shares Held
341M
Call Options Held
16.7M
Put Options Held
15.9M
View Full List

About ISHARES BARCLAYS

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