Lwm Advisors Inc Ishares Barclays Transaction History

Lwm Advisors Inc

  • $97.3 Billion
  • Q1 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Barclays stock. As of the latest transaction made, Lwm Advisors Inc holds 27,714 shares of IEF stock, worth $2.64 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
27,714
Previous 28,757 3.63%
Holding current value
$2.64 Million
Previous $2.66 Billion 1.65%
% of portfolio
2.69%
Previous 2.67%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$91.17 - $95.39 $95,090 - $99,491
-1,043 Reduced 3.63%
27,714 $2.61 Billion
Q4 2024

May 13, 2025
BUY
$92.08 - $98.18 $2.65 Million - $2.82 Million
28,757 New
28,757 $2.66 Billion

Others Institutions Holding IEF

# of Institutions
1,140
Shares Held
306M
Call Options Held
13M
Put Options Held
7.14M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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