Intergy Private Wealth, LLC Ishares Barclays Transaction History

Intergy Private Wealth, LLC

  • $290 Million
  • Q2 2025

A detailed history of Intergy Private Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 4,552 shares of IEF stock, worth $434,169. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,552
Previous 3,250 40.06%
Holding current value
$434,169
Previous $309,000 40.78%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Jul 23, 2025
BUY
$93.15 - $96.56 $121,281 - $125,721
1,302 Added 40.06%
4,552 $435,000
Q1 2025

Apr 11, 2025
BUY
$91.17 - $95.39 $68,012 - $71,160
746 Added 29.79%
3,250 $309,000
Q4 2024

Jan 23, 2025
BUY
$92.08 - $98.18 $13,443 - $14,334
146 Added 6.19%
2,504 $231,000
Q3 2024

Oct 17, 2024
BUY
$92.67 - $99.14 $218,515 - $233,772
2,358 New
2,358 $231,000

Others Institutions Holding IEF

# of Institutions
1,151
Shares Held
306M
Call Options Held
6.96M
Put Options Held
4.1M
View Full List

About ISHARES BARCLAYS

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