Milestone Asset Management, LLC Ishares Barclays Transaction History

Milestone Asset Management, LLC

$529 Billion
Q3 2025

A detailed history of Milestone Asset Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Milestone Asset Management, LLC holds 2,153 shares of IEF stock, worth $207,635. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,153

Previous 12,814 83.2%

Holding current value

$207,635

Previous $1.23 Billion 83.08%

% of portfolio

0.04%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$93.91 - $97.26 $1 Million - $1.04 Million	-10,661 Reduced 83.2%	2,153 $208 Million
Q2 2025 Aug 05, 2025	BUY	$93.15 - $96.56 $1.19 Million - $1.24 Million	12,814 New	12,814 $1.23 Billion
Q2 2024 Jul 19, 2024	BUY	$91.24 - $94.6 $477,093 - $494,663	5,229 Added 158.26%	8,533 $799 Million
Q1 2024 Apr 23, 2024	SELL	$93.54 - $96.82 $89,050 - $92,172	-952 Reduced 22.37%	3,304 $313 Million
Q4 2023 Jan 23, 2024	BUY	$88.95 - $97.0 $68,491 - $74,690	770 Added 22.09%	4,256 $410 Million

Q3 2023 Nov 13, 2023	SELL	$91.32 - $97.13 $33,423 - $35,549	-366 Reduced 9.5%	3,486 $316 Million
Q2 2023 Aug 08, 2023	BUY	$96.39 - $100.48 $4,915 - $5,124	51 Added 1.34%	3,852 $372 Million
Q1 2023 May 08, 2023	SELL	$94.41 - $100.02 $84,969 - $90,018	-900 Reduced 19.14%	3,801 $377 Million
Q4 2022 Feb 06, 2023	BUY	$92.93 - $99.14 $436,863 - $466,057	4,701 New	4,701 $465 Million

Others Institutions Holding IEF

# of Institutions

1,181

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Milestone Asset Management, LLC Ishares Barclays Transaction History