Lwm Advisors Inc Ishares Barclays Transaction History

Lwm Advisors Inc

$111 Billion
Q3 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Barclays stock. As of the latest transaction made, Lwm Advisors Inc holds 28,932 shares of IEF stock, worth $2.79 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares

28,932

Previous 28,125 2.87%

Holding current value

$2.79 Million

Previous $2.69 Billion 3.61%

% of portfolio

2.51%

Previous 2.59%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$93.91 - $97.26 $75,785 - $78,488	807 Added 2.87%	28,932 $2.79 Billion
Q2 2025 Jul 07, 2025	BUY	$93.15 - $96.56 $38,284 - $39,686	411 Added 1.48%	28,125 $2.69 Billion
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

1,173

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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