Lifeworks Advisors, LLC Ishares Barclays Transaction History

Lifeworks Advisors, LLC

$720 Million
Q3 2025

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 55,056 shares of IEF stock, worth $5.31 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

55,056

Previous 49,329 11.61%

Holding current value

$5.31 Million

Previous $4.72 Million 12.4%

% of portfolio

0.74%

Previous 0.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$93.91 - $97.26 $537,822 - $557,008	5,727 Added 11.61%	55,056 $5.31 Million
Q2 2025 Aug 04, 2025	SELL	$93.15 - $96.56 $4.49 Million - $4.66 Million	-48,253 Reduced 49.45%	49,329 $4.72 Million
Q1 2025 May 06, 2025	BUY	$91.17 - $95.39 $4.39 Million - $4.6 Million	48,174 Added 97.5%	97,582 $9.31 Million
Q4 2024 Feb 07, 2025	BUY	$92.08 - $98.18 $1.53 Million - $1.63 Million	16,626 Added 50.72%	49,408 $4.57 Million
Q3 2024 Nov 06, 2024	BUY	$92.67 - $99.14 $2.78 Million - $2.97 Million	29,996 Added 1076.67%	32,782 $3.22 Million

Q2 2024 Aug 13, 2024	BUY	$91.24 - $94.6 $254,194 - $263,555	2,786 New	2,786 $260,000

Others Institutions Holding IEF

# of Institutions

1,186

Shares Held

342M

Call Options Held

16.7M

Put Options Held

15.9M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Lifeworks Advisors, LLC Ishares Barclays Transaction History