Org Wealth Partners, LLC Ishares Barclays Transaction History

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Org Wealth Partners, LLC holds 21,377 shares of IEF stock, worth $2.04 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
21,377
Previous 23,891 10.52%
Holding current value
$2.04 Million
Previous $2.28 Million 10.14%
% of portfolio
0.88%
Previous 1.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$93.15 - $96.56 $234,179 - $242,751
-2,514 Reduced 10.52%
21,377 $2.05 Million
Q1 2025

Apr 21, 2025
SELL
$91.17 - $95.39 $1.07 Million - $1.12 Million
-11,778 Reduced 33.02%
23,891 $2.28 Million
Q4 2024

Jan 10, 2025
BUY
$92.08 - $98.18 $3.02 Million - $3.22 Million
32,844 Added 1162.62%
35,669 $3.3 Million
Q3 2024

Oct 11, 2024
BUY
$92.67 - $99.14 $261,792 - $280,070
2,825 New
2,825 $277 Million

Others Institutions Holding IEF

# of Institutions
1,153
Shares Held
305M
Call Options Held
6.96M
Put Options Held
4.1M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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