Modern Wealth Management, LLC Ishares Barclays Transaction History

Modern Wealth Management, LLC

$3.08 Trillion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Modern Wealth Management, LLC holds 78,832 shares of IEF stock, worth $7.4 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

78,832

Previous 69,673 13.15%

Holding current value

$7.4 Million

Previous $6.49 Billion 15.88%

% of portfolio

0.24%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$91.17 - $95.39 $835,026 - $873,677	9,159 Added 13.15%	78,832 $7.52 Billion
Q4 2024 Feb 11, 2025	BUY	$92.08 - $98.18 $1.82 Million - $1.94 Million	19,727 Added 39.5%	69,673 $6.49 Billion
Q3 2024 Nov 05, 2024	BUY	$92.67 - $99.14 $679,827 - $727,291	7,336 Added 17.22%	49,946 $4.9 Billion
Q2 2024 May 29, 2025	SELL	$91.24 - $94.6 $3.3 Million - $3.43 Million	-36,223 Reduced 45.95%	42,609 $3.99 Million
Q2 2024 Aug 07, 2024	SELL	$91.24 - $94.6 $35,492 - $36,799	-389 Reduced 0.9%	42,610 $3.99 Billion
Q1 2024 May 28, 2025	SELL	$93.54 - $96.82 $3.15 Million - $3.27 Million	-33,726 Reduced 42.78%	45,106 $4.27 Billion
Q1 2024 May 13, 2024	BUY	$93.54 - $96.82 $76,983 - $79,682	823 Added 1.95%	42,999 $3.98 Billion
Q4 2023 May 28, 2025	SELL	$88.95 - $97.0 $3.3 Million - $3.6 Million	-37,151 Reduced 47.13%	41,681 $4.02 Billion
Q4 2023 Feb 14, 2024	BUY	$88.95 - $97.0 $3.75 Million - $4.09 Million	42,176 New	42,176 $4.07 Billion

Others Institutions Holding IEF

# of Institutions

1,137

Shares Held

306M

Call Options Held

13M

Put Options Held

6.97M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Modern Wealth Management, LLC Ishares Barclays Transaction History