Leo Wealth, LLC Ishares Barclays Transaction History

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Leo Wealth, LLC holds 377,239 shares of IEF stock, worth $36.1 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

377,239

Previous 143,909 162.14%

Holding current value

$36.1 Million

Previous $13.7 Billion 163.4%

% of portfolio

2.81%

Previous 1.97%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$93.15 - $96.56 $21.7 Million - $22.5 Million	233,330 Added 162.14%	377,239 $36.2 Billion
Q1 2025 May 02, 2025	SELL	$91.17 - $95.39 $11.4 Million - $12 Million	-125,490 Reduced 46.58%	143,909 $13.7 Billion
Q4 2024 Jan 27, 2025	SELL	$92.08 - $98.18 $5.53 Million - $5.89 Million	-60,040 Reduced 18.22%	269,399 $24.9 Billion
Q3 2024 Oct 21, 2024	BUY	$92.67 - $99.14 $2.89 Million - $3.1 Million	31,226 Added 10.47%	329,439 $32.3 Billion
Q2 2024 Jul 17, 2024	SELL	$91.24 - $94.6 $1.51 Million - $1.57 Million	-16,551 Reduced 5.26%	298,213 $27.7 Billion
Q1 2024 May 09, 2024	BUY	$93.54 - $96.82 $2.83 Million - $2.93 Million	30,261 Added 10.64%	314,764 $29.5 Billion
Q4 2023 Mar 14, 2024	BUY	$88.95 - $97.0 $25.3 Million - $27.6 Million	284,503 New	284,503 $27.2 Billion

Others Institutions Holding IEF

# of Institutions

1,155

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

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