Hcr Wealth Advisors Ishares Barclays Transaction History

Hcr Wealth Advisors

$940 Million
Q3 2025

A detailed history of Hcr Wealth Advisors transactions in Ishares Barclays stock. As of the latest transaction made, Hcr Wealth Advisors holds 13,670 shares of IEF stock, worth $1.32 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

13,670

Previous 13,800 0.94%

Holding current value

$1.32 Million

Previous $1.32 Million 0.23%

% of portfolio

0.14%

Previous 0.16%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	SELL	$93.91 - $97.26 $12,208 - $12,643	-130 Reduced 0.94%	13,670 $1.32 Million
Q2 2025 Jul 17, 2025	SELL	$93.15 - $96.56 $1,863 - $1,931	-20 Reduced 0.14%	13,800 $1.32 Million
Q1 2025 Apr 21, 2025	SELL	$91.17 - $95.39 $428,499 - $448,333	-4,700 Reduced 25.38%	13,820 $1.32 Million
Q4 2024 Jan 14, 2025	SELL	$92.08 - $98.18 $276,240 - $294,540	-3,000 Reduced 13.94%	18,520 $1.71 Million
Q3 2024 Oct 10, 2024	BUY	$92.67 - $99.14 $488,834 - $522,963	5,275 Added 32.47%	21,520 $2.11 Million

Q1 2024 May 10, 2024	BUY	$93.54 - $96.82 $65,478 - $67,774	700 Added 4.5%	16,245 $1.54 Million
Q4 2023 Feb 09, 2024	BUY	$88.95 - $97.0 $664,456 - $724,590	7,470 Added 92.51%	15,545 $1.5 Million
Q2 2023 Aug 09, 2023	SELL	$96.39 - $100.48 $53,014 - $55,264	-550 Reduced 6.38%	8,075 $780,000
Q3 2022 Nov 07, 2022	BUY	$94.56 - $105.6 $146,568 - $163,680	1,550 Added 21.91%	8,625 $828,000
Q2 2022 Aug 12, 2022	SELL	$98.15 - $106.65 $49,075 - $53,325	-500 Reduced 6.6%	7,075 $724,000
Q1 2022 May 05, 2022	SELL	$106.08 - $113.93 $21,216 - $22,786	-200 Reduced 2.57%	7,575 $814,000
Q4 2021 Feb 04, 2022	BUY	$113.55 - $116.36 $124,905 - $127,996	1,100 Added 16.48%	7,775 $894,000
Q3 2021 Nov 02, 2021	BUY	$114.96 - $118.18 $218,424 - $224,542	1,900 Added 39.79%	6,675 $769,000
Q2 2021 Jul 21, 2021	SELL	$113.04 - $115.78 $123,778 - $126,779	-1,095 Reduced 18.65%	4,775 $551,000
Q1 2021 May 13, 2021	BUY	$112.93 - $119.98 $662,899 - $704,282	5,870 New	5,870 $663,000
Q2 2020 Jul 30, 2020	SELL	$119.77 - $122.41 $2.92 Million - $2.99 Million	-24,420 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$110.73 - $121.48 $11,073 - $12,148	-100 Reduced 0.41%	24,420 $2.97 Million
Q4 2019 Feb 07, 2020	SELL	$110.18 - $113.81 $34,155 - $35,281	-310 Reduced 1.25%	24,520 $2.7 Million
Q3 2019 Nov 07, 2019	BUY	$108.93 - $114.25 $192,261 - $201,651	1,765 Added 7.65%	24,830 $2.79 Million
Q2 2019 Jul 25, 2019	SELL	$105.05 - $110.09 $4,202 - $4,403	-40 Reduced 0.17%	23,065 $2.54 Million
Q1 2019 May 10, 2019	BUY	$103.43 - $106.84 $1.42 Million - $1.46 Million	13,689 Added 145.38%	23,105 $2.47 Million
Q4 2018 Jan 31, 2019	BUY	$99.72 - $104.2 $938,963 - $981,147	9,416 New	9,416 $981,000

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

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors Ishares Barclays Transaction History