M Holdings Securities, Inc. Ishares Barclays Transaction History

M Holdings Securities, Inc.

$601 Million
Q1 2025

A detailed history of M Holdings Securities, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, M Holdings Securities, Inc. holds 49,833 shares of IEF stock, worth $4.68 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

49,833

Previous 33,809 47.4%

Holding current value

$4.68 Million

Previous $3.13 Million 52.05%

% of portfolio

0.79%

Previous 0.5%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$91.17 - $95.39 $1.46 Million - $1.53 Million	16,024 Added 47.4%	49,833 $4.75 Million
Q4 2024 Feb 13, 2025	BUY	$92.08 - $98.18 $2.83 Million - $3.01 Million	30,683 Added 981.54%	33,809 $3.13 Million
Q4 2024 Feb 11, 2025	BUY	$92.08 - $98.18 $287,842 - $306,910	3,126 New	3,126 $33.8 Million
Q4 2022 Feb 10, 2023	SELL	$92.93 - $99.14 $179,169 - $191,141	-1,928 Reduced 1.51%	125,972 $12.1 Million
Q3 2022 Nov 16, 2022	BUY	$94.56 - $105.6 $133,707 - $149,318	1,414 Added 1.12%	127,900 $12.3 Million
Q2 2022 Aug 16, 2022	BUY	$98.15 - $106.65 $1.85 Million - $2.01 Million	18,860 Added 17.52%	126,486 $12.9 Million
Q1 2022 May 24, 2022	BUY	$106.08 - $113.93 $2.18 Million - $2.34 Million	20,517 Added 23.55%	107,626 $11.6 Million
Q2 2021 Aug 19, 2021	BUY	$113.04 - $115.78 $1.35 Million - $1.38 Million	11,904 Added 15.83%	87,109 $10.1 Million
Q1 2021 May 12, 2021	BUY	$112.93 - $119.98 $926,138 - $983,955	8,201 Added 12.24%	75,205 $8.49 Million
Q4 2020 Feb 26, 2021	BUY	$119.27 - $121.81 $2.17 Million - $2.22 Million	18,211 Added 37.32%	67,004 $8.04 Million
Q3 2020 Nov 16, 2020	BUY	$121.18 - $123.06 $1.41 Million - $1.43 Million	11,601 Added 31.19%	48,793 $5.94 Million
Q2 2020 Aug 21, 2020	SELL	$119.77 - $122.41 $193,069 - $197,324	-1,612 Reduced 4.15%	37,192 $4.53 Million
Q1 2020 May 13, 2020	BUY	$110.73 - $121.48 $4.3 Million - $4.71 Million	38,804 New	38,804 $4.71 Million
Q4 2017 Feb 15, 2018	SELL	$105.0 - $106.86 $204,750 - $208,377	-1,950 Closed	0 $0
Q3 2017 Nov 15, 2017	SELL	$106.52 - $107.22 $3,621 - $3,645	-34 Reduced 1.71%	1,950 $208,000
Q2 2017 Aug 22, 2017	BUY	N/A	1,984	1,984 $212,000

Others Institutions Holding IEF

# of Institutions

1,139

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

View Full List

About ISHARES BARCLAYS

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M Holdings Securities, Inc. Ishares Barclays Transaction History