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 $11.3 Million. This represents 8.4% of its overall portfolio holdings.

Number of Shares
119,079
Previous 68,002 75.11%
Holding current value
$11.3 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
1,138
Shares Held
306M
Call Options Held
13M
Put Options Held
7.14M
View Full List

About ISHARES BARCLAYS

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