Mtc Wealth Management LLC Ishares Barclays Transaction History

Mtc Wealth Management LLC

$207 Million
Q2 2025

A detailed history of Mtc Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Mtc Wealth Management LLC holds 86,965 shares of IEF stock, worth $8.38 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares

86,965

Previous 89,847 3.21%

Holding current value

$8.38 Million

Previous $8.57 Million 2.8%

% of portfolio

4.02%

Previous 4.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$93.15 - $96.56 $268,458 - $278,285	-2,882 Reduced 3.21%	86,965 $8.33 Million
Q1 2025 May 02, 2025	SELL	$91.17 - $95.39 $12.6 Million - $13.2 Million	-137,859 Reduced 60.54%	89,847 $8.57 Million
Q4 2024 Jan 30, 2025	SELL	$92.08 - $98.18 $184,620 - $196,850	-2,005 Reduced 0.87%	227,706 $21.1 Million
Q3 2024 Oct 15, 2024	BUY	$92.67 - $99.14 $38,365 - $41,043	414 Added 0.18%	229,711 $22.5 Million
Q2 2024 Jul 29, 2024	SELL	$91.24 - $94.6 $829,554 - $860,103	-9,092 Reduced 3.81%	229,297 $21.5 Million
Q1 2024 Apr 25, 2024	SELL	$93.54 - $96.82 $5.63 Million - $5.83 Million	-60,234 Reduced 20.17%	238,389 $22.6 Million
Q4 2023 Jan 30, 2024	SELL	$88.95 - $97.0 $170,339 - $185,755	-1,915 Reduced 0.64%	298,623 $28.8 Million
Q3 2023 Oct 03, 2023	BUY	$91.32 - $97.13 $8.73 Million - $9.28 Million	95,545 Added 46.61%	300,538 $27.5 Million
Q2 2023 Jul 11, 2023	BUY	$96.39 - $100.48 $8.62 Million - $8.99 Million	89,471 Added 77.45%	204,993 $19.8 Million
Q1 2023 Apr 18, 2023	BUY	$94.41 - $100.02 $10.9 Million - $11.6 Million	115,522 New	115,522 $11.5 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mtc Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mtc Wealth Management LLC with notifications on news.

Account

Mtc Wealth Management LLC Ishares Barclays Transaction History