Optima Capital LLC Ishares Barclays Transaction History

Optima Capital LLC

$157 Billion
Q1 2025

A detailed history of Optima Capital LLC transactions in Ishares Barclays stock. As of the latest transaction made, Optima Capital LLC holds 13,151 shares of IEF stock, worth $1.25 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

13,151

Holding current value

$1.25 Million

% of portfolio

0.8%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jun 12, 2025	BUY	$91.17 - $95.39 $1.2 Million - $1.25 Million	13,151 New	13,151 $1.25 Billion

Others Institutions Holding IEF

# of Institutions

1,141

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

55M
Shares

$5.24 Billion
2.31% of portfolio
Jpmorgan Chase & CO New York, NY

28.1M
Shares

$2.67 Billion
0.21% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$1.18 Billion
0.4% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.2M
Shares

$1.07 Billion
0.3% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$1.06 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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