My Wealth Management Inc. Ishares Barclays Transaction History

My Wealth Management Inc.

$104 Million
Q2 2025

A detailed history of My Wealth Management Inc. transactions in Ishares Barclays stock. As of the latest transaction made, My Wealth Management Inc. holds 46,552 shares of IEF stock, worth $4.49 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares

46,552

Previous 142,748 67.39%

Holding current value

$4.49 Million

Previous $13.6 Million 67.25%

% of portfolio

4.27%

Previous 13.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$93.15 - $96.56 $8.96 Million - $9.29 Million	-96,196 Reduced 67.39%	46,552 $4.46 Million
Q1 2025 May 06, 2025	SELL	$91.17 - $95.39 $120,617 - $126,200	-1,323 Reduced 0.92%	142,748 $13.6 Million
Q4 2024 Feb 07, 2025	SELL	$92.08 - $98.18 $34,161 - $36,424	-371 Reduced 0.26%	144,071 $13.3 Million
Q3 2024 Nov 07, 2024	BUY	$92.67 - $99.14 $5.01 Million - $5.35 Million	54,013 Added 59.73%	144,442 $14.2 Million
Q2 2024 Aug 07, 2024	SELL	$91.24 - $94.6 $3.13 Million - $3.25 Million	-34,324 Reduced 27.51%	90,429 $8.47 Million
Q1 2024 May 13, 2024	BUY	$93.54 - $96.82 $11.7 Million - $12.1 Million	124,753 New	124,753 $11.8 Million
Q2 2022 Aug 01, 2022	SELL	$98.15 - $106.65 $43,087 - $46,819	-439 Reduced 0.82%	52,940 $5.42 Million
Q1 2022 May 04, 2022	BUY	$106.08 - $113.93 $5.66 Million - $6.08 Million	53,379 New	53,379 $5.74 Million

Others Institutions Holding IEF

# of Institutions

1,178

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 My Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on My Wealth Management Inc. with notifications on news.

Account

My Wealth Management Inc. Ishares Barclays Transaction History