Institute For Wealth Management, Llc. Ishares Barclays Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Barclays stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,096 shares of IEF stock, worth $200,524. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,096

Holding current value

$200,524

% of portfolio

0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$93.15 - $96.56 $195,242 - $202,389	2,096 New	2,096 $200,000
Q2 2023 Jul 25, 2023	SELL	$96.39 - $100.48 $94,173 - $98,168	-977 Reduced 26.6%	2,696 $260,000
Q1 2023 Apr 20, 2023	BUY	$94.41 - $100.02 $14,161 - $15,003	150 Added 4.26%	3,673 $364,000
Q4 2022 Feb 02, 2023	BUY	$92.93 - $99.14 $327,392 - $349,270	3,523 New	3,523 $337,000
Q2 2022 Jul 25, 2022	SELL	$98.15 - $106.65 $18,648 - $20,263	-190 Reduced 8.62%	2,014 $206,000
Q1 2022 Apr 29, 2022	BUY	$106.08 - $113.93 $233,800 - $251,101	2,204 New	2,204 $237,000
Q4 2021 Jan 21, 2022	SELL	$113.55 - $116.36 $199,620 - $204,560	-1,758 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$114.96 - $118.18 $1,149 - $1,181	-10 Reduced 0.57%	1,758 $203,000
Q1 2021 May 04, 2021	SELL	$112.93 - $119.98 $53,077 - $56,390	-470 Reduced 21.0%	1,768 $200,000
Q4 2020 Feb 01, 2021	SELL	$119.27 - $121.81 $8,945 - $9,135	-75 Reduced 3.24%	2,238 $268,000
Q3 2020 Nov 03, 2020	SELL	$121.18 - $123.06 $2,423 - $2,461	-20 Reduced 0.86%	2,313 $282,000
Q2 2020 Jul 30, 2020	BUY	$119.77 - $122.41 $57,130 - $58,389	477 Added 25.7%	2,333 $284,000
Q1 2020 Apr 29, 2020	SELL	$110.73 - $121.48 $206,843 - $226,924	-1,868 Reduced 50.16%	1,856 $225,000
Q4 2019 Feb 27, 2020	BUY	$110.18 - $113.81 $365,136 - $377,166	3,314 Added 808.29%	3,724 $410,000
Q4 2019 Jan 27, 2020	BUY	$110.18 - $113.81 $45,173 - $46,662	410 New	410 $410,000

Others Institutions Holding IEF

# of Institutions

1,151

Shares Held

306M

Call Options Held

6.96M

Put Options Held

4.1M

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About ISHARES BARCLAYS

Ticker IEF
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Institute For Wealth Management, Llc. Ishares Barclays Transaction History