Core Wealth Partners LLC Ishares Barclays Transaction History

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025

A detailed history of Core Wealth Partners LLC transactions in Ishares Barclays stock. As of the latest transaction made, Core Wealth Partners LLC holds 6,666 shares of IEF stock, worth $642,869. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,666
Previous 10,357 35.64%
Holding current value
$642,869
Previous $992 Million 35.17%
% of portfolio
0.3%
Previous 0.5%

Shares

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

Nov 03, 2025
SELL
$93.91 - $97.26 $346,621 - $358,986
-3,691 Reduced 35.64%
6,666 $643 Million
Q2 2025

Aug 11, 2025
BUY
$93.15 - $96.56 $467,985 - $485,117
5,024 Added 94.21%
10,357 $992 Million
Q1 2025

May 12, 2025
BUY
$91.17 - $95.39 $103,113 - $107,886
1,131 Added 26.92%
5,333 $509 Million
Q4 2024

Feb 11, 2025
BUY
$92.08 - $98.18 $386,920 - $412,552
4,202 New
4,202 $388 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
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners 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 Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email