Melfa Wealth Management, LLC Ishares Barclays Transaction History

Melfa Wealth Management, LLC

$148 Billion
Q1 2025

A detailed history of Melfa Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 3,055 shares of IEF stock, worth $286,711. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,055

Holding current value

$286,711

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$91.17 - $95.39 $278,524 - $291,416	3,055 New	3,055 $291 Million

Others Institutions Holding IEF

# of Institutions

1,139

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

55M
Shares

$5.16 Billion
2.31% of portfolio
Jpmorgan Chase & CO New York, NY

28.1M
Shares

$2.63 Billion
0.21% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$1.16 Billion
0.4% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.2M
Shares

$1.05 Billion
0.3% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$1.04 Billion
0.08% of portfolio

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Melfa Wealth Management, LLC Ishares Barclays Transaction History