Klaas Financial Asset Advisors, LLC Ishares Barclays Transaction History

Klaas Financial Asset Advisors, LLC

$626 Million
Q2 2025

A detailed history of Klaas Financial Asset Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 6,241 shares of IEF stock, worth $595,266. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,241

Previous 6,162 1.28%

Holding current value

$595,266

Previous $587,000 1.7%

% of portfolio

0.1%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$93.15 - $96.56 $7,358 - $7,628	79 Added 1.28%	6,241 $597,000
Q1 2025 Apr 24, 2025	BUY	$91.17 - $95.39 $21,880 - $22,893	240 Added 4.05%	6,162 $587,000
Q4 2024 Jan 22, 2025	SELL	$92.08 - $98.18 $14,548 - $15,512	-158 Reduced 2.6%	5,922 $547,000
Q3 2024 Oct 23, 2024	BUY	$92.67 - $99.14 $22,148 - $23,694	239 Added 4.09%	6,080 $596,000
Q2 2024 Jul 31, 2024	BUY	$91.24 - $94.6 $32,937 - $34,150	361 Added 6.59%	5,841 $547,000
Q1 2024 Apr 25, 2024	BUY	$93.54 - $96.82 $6,173 - $6,390	66 Added 1.22%	5,480 $518,000
Q4 2023 Feb 08, 2024	SELL	$88.95 - $97.0 $8,361 - $9,118	-94 Reduced 1.71%	5,414 $521,000
Q3 2023 Oct 25, 2023	SELL	$91.32 - $97.13 $23,651 - $25,156	-259 Reduced 4.49%	5,508 $504,000
Q2 2023 Jul 31, 2023	SELL	$96.39 - $100.48 $31,423 - $32,756	-326 Reduced 5.35%	5,767 $557,000
Q1 2023 Apr 24, 2023	SELL	$94.41 - $100.02 $29,550 - $31,306	-313 Reduced 4.89%	6,093 $603,000
Q4 2022 Jan 23, 2023	BUY	$92.93 - $99.14 $595,309 - $635,090	6,406 New	6,406 $0

Others Institutions Holding IEF

# of Institutions

1,153

Shares Held

305M

Call Options Held

6.96M

Put Options Held

4.1M

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 Klaas Financial Asset Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klaas Financial Asset Advisors, LLC with notifications on news.

Account

Klaas Financial Asset Advisors, LLC Ishares Barclays Transaction History