Core Wealth Partners LLC Ishares Barclays Transaction History

Core Wealth Partners LLC

  • $172 Billion
  • Q1 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 5,333 shares of IEF stock, worth $500,502. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,333
Previous 4,202 26.92%
Holding current value
$500,502
Previous $388 Million 30.92%
% of portfolio
0.3%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,140
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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