Form Wealth Advisors, LLC Ishares Barclays Transaction History

Form Wealth Advisors, LLC

  • $827 Billion
  • Q2 2025

A detailed history of Form Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 228,349 shares of IEF stock, worth $21.6 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
228,349
Previous 209,610 8.94%
Holding current value
$21.6 Million
Previous $20 Billion 9.4%
% of portfolio
2.65%
Previous 2.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$93.15 - $96.56 $1.75 Million - $1.81 Million
18,739 Added 8.94%
228,349 $21.9 Billion
Q1 2025

Apr 22, 2025
BUY
$91.17 - $95.39 $19.1 Million - $20 Million
209,610 New
209,610 $20 Billion

Others Institutions Holding IEF

# of Institutions
1,142
Shares Held
305M
Call Options Held
13M
Put Options Held
4.14M
View Full List

About ISHARES BARCLAYS

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