Lewis Asset Management, LLC Ishares Barclays Transaction History

Lewis Asset Management, LLC

$213 Billion
Q2 2025

A detailed history of Lewis Asset Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Lewis Asset Management, LLC holds 13,017 shares of IEF stock, worth $1.25 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

13,017

Previous 18,523 29.73%

Holding current value

$1.25 Million

Previous $1.77 Billion 29.43%

% of portfolio

0.59%

Previous 1.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$93.15 - $96.56 $512,883 - $531,659	-5,506 Reduced 29.73%	13,017 $1.25 Billion
Q1 2025 May 05, 2025	SELL	$91.17 - $95.39 $135,478 - $141,749	-1,486 Reduced 7.43%	18,523 $1.77 Billion
Q4 2024 Jan 23, 2025	SELL	$92.08 - $98.18 $57,734 - $61,558	-627 Reduced 3.04%	20,009 $1.85 Billion
Q3 2024 Oct 31, 2024	BUY	$92.67 - $99.14 $111,760 - $119,562	1,206 Added 6.21%	20,636 $2.02 Billion
Q2 2024 Jul 30, 2024	SELL	$91.24 - $94.6 $145,619 - $150,981	-1,596 Reduced 7.59%	19,430 $1.82 Billion
Q1 2024 May 01, 2024	BUY	$93.54 - $96.82 $123,005 - $127,318	1,315 Added 6.67%	21,026 $1.99 Billion
Q4 2023 Jan 23, 2024	BUY	$88.95 - $97.0 $1.75 Million - $1.91 Million	19,711 New	19,711 $1.9 Billion

Others Institutions Holding IEF

# of Institutions

1,153

Shares Held

306M

Call Options Held

6.96M

Put Options Held

4.1M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Lewis Asset Management, LLC Ishares Barclays Transaction History