Joule Financial, LLC Ishares Barclays Transaction History

Joule Financial, LLC

$283 Million
Q1 2025

A detailed history of Joule Financial, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Joule Financial, LLC holds 168,310 shares of IEF stock, worth $16 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares

168,310

Previous 163,978 2.64%

Holding current value

$16 Million

Previous $15.2 Million 5.57%

% of portfolio

5.66%

Previous 5.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$91.17 - $95.39 $394,948 - $413,229	4,332 Added 2.64%	168,310 $16 Million
Q4 2024 Jan 15, 2025	BUY	$92.08 - $98.18 $414,636 - $442,104	4,503 Added 2.82%	163,978 $15.2 Million
Q3 2024 Oct 17, 2024	BUY	$92.67 - $99.14 $2.91 Million - $3.12 Million	31,452 Added 24.57%	159,475 $15.6 Million
Q2 2024 Oct 17, 2024	BUY	$91.24 - $94.6 $10.5 Million - $10.9 Million	115,065 Added 887.98%	128,023 $12 Million
Q1 2024 Oct 17, 2024	BUY	$93.54 - $96.82 $1.21 Million - $1.25 Million	12,958 New	12,958 $1.23 Million
Q4 2023 Jan 11, 2024	BUY	$88.95 - $97.0 $101,047 - $110,192	1,136 Added 11.22%	11,264 $1.09 Million
Q3 2023 Oct 26, 2023	BUY	$91.32 - $97.13 $16,620 - $17,677	182 Added 1.83%	10,128 $927,000
Q2 2023 Jul 14, 2023	BUY	$96.39 - $100.48 $112,487 - $117,260	1,167 Added 13.29%	9,946 $960,000
Q1 2023 Apr 13, 2023	BUY	$94.41 - $100.02 $105,550 - $111,822	1,118 Added 14.59%	8,779 $870,000
Q4 2022 Jan 13, 2023	BUY	$92.93 - $99.14 $10,965 - $11,698	118 Added 1.56%	7,661 $0
Q2 2022 Jul 19, 2022	BUY	$98.15 - $106.65 $740,345 - $804,460	7,543 New	7,543 $772,000

Others Institutions Holding IEF

# of Institutions

1,141

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Joule Financial, LLC Ishares Barclays Transaction History