Gerber Kawasaki Wealth & Investment Management Ishares Barclays Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.21 Billion
Q1 2025

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Barclays stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 10,023 shares of IEF stock, worth $949,579. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,023

Previous 7,474 34.1%

Holding current value

$949,579

Previous $690,000 38.41%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$91.17 - $95.39 $232,392 - $243,149	2,549 Added 34.1%	10,023 $955,000
Q4 2024 Feb 14, 2025	BUY	$92.08 - $98.18 $50,644 - $53,999	550 Added 7.94%	7,474 $690,000
Q3 2024 Nov 13, 2024	SELL	$92.67 - $99.14 $8,988 - $9,616	-97 Reduced 1.38%	6,924 $679,000
Q2 2024 Aug 13, 2024	BUY	$91.24 - $94.6 $483,298 - $501,096	5,297 Added 307.25%	7,021 $657,000
Q1 2024 May 13, 2024	BUY	$93.54 - $96.82 $161,262 - $166,917	1,724 New	1,724 $163,000
Q4 2021 Feb 11, 2022	SELL	$113.55 - $116.36 $340 - $349	-3 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$114.96 - $118.18 $344 - $354	3 New	3 $3,000

Others Institutions Holding IEF

# of Institutions

1,139

Shares Held

305M

Call Options Held

13M

Put Options Held

4.14M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Gerber Kawasaki Wealth & Investment Management Ishares Barclays Transaction History