Jessup Wealth Management, Inc Ishares Barclays Transaction History

Jessup Wealth Management, Inc

  • $269 Billion
  • Q3 2025

A detailed history of Jessup Wealth Management, Inc transactions in Ishares Barclays stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 109,125 shares of IEF stock, worth $10.5 Million. This represents 3.92% of its overall portfolio holdings.

Number of Shares
109,125
Previous 95,184 14.65%
Holding current value
$10.5 Million
Previous $9.12 Billion 15.47%
% of portfolio
3.92%
Previous 3.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$93.91 - $97.26 $1.31 Million - $1.36 Million
13,941 Added 14.65%
109,125 $10.5 Billion
Q2 2025

Aug 04, 2025
SELL
$93.15 - $96.56 $379,027 - $392,902
-4,069 Reduced 4.1%
95,184 $9.12 Billion
Q1 2025

Apr 29, 2025
BUY
$91.17 - $95.39 $3.98 Million - $4.16 Million
43,618 Added 78.4%
99,253 $9.47 Billion
Q4 2024

Jan 31, 2025
BUY
$92.08 - $98.18 $5.12 Million - $5.46 Million
55,635 New
55,635 $5.14 Billion

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

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