Seven Bridge Financial Group, LLC Ishares Barclays Transaction History

Seven Bridge Financial Group, LLC

$478 Million
Q1 2025

A detailed history of Seven Bridge Financial Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 26,199 shares of IEF stock, worth $2.48 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

26,199

Previous 33,786 22.46%

Holding current value

$2.48 Million

Previous $3.12 Million 20.01%

% of portfolio

0.52%

Previous 0.63%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$91.17 - $95.39 $691,706 - $723,723	-7,587 Reduced 22.46%	26,199 $2.5 Million
Q4 2024 Feb 12, 2025	BUY	$92.08 - $98.18 $82,135 - $87,576	892 Added 2.71%	33,786 $3.12 Million
Q3 2024 Nov 12, 2024	SELL	$92.67 - $99.14 $103,327 - $110,541	-1,115 Reduced 3.28%	32,894 $3.23 Million
Q2 2024 Aug 09, 2024	BUY	$91.24 - $94.6 $97,170 - $100,749	1,065 Added 3.23%	34,009 $3.18 Million
Q1 2024 May 10, 2024	SELL	$93.54 - $96.82 $899,854 - $931,408	-9,620 Reduced 22.6%	32,944 $3.12 Million
Q4 2023 Jan 22, 2024	SELL	$88.95 - $97.0 $179,412 - $195,649	-2,017 Reduced 4.52%	42,564 $4.1 Million
Q3 2023 Oct 25, 2023	BUY	$91.32 - $97.13 $495,045 - $526,541	5,421 Added 13.84%	44,581 $4.08 Million
Q2 2023 Jul 26, 2023	BUY	$96.39 - $100.48 $170,803 - $178,050	1,772 Added 4.74%	39,160 $3.78 Million
Q1 2023 Apr 20, 2023	BUY	$94.41 - $100.02 $2.19 Million - $2.32 Million	23,217 Added 163.83%	37,388 $3.71 Million
Q4 2022 Jan 26, 2023	BUY	$92.93 - $99.14 $1.32 Million - $1.4 Million	14,171 New	14,171 $0
Q4 2021 Jan 20, 2022	BUY	$113.55 - $116.36 $530,846 - $543,983	4,675 New	4,675 $538,000
Q3 2019 Oct 09, 2019	SELL	$108.93 - $114.25 $23,202 - $24,335	-213 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	213	213 $23,000

Others Institutions Holding IEF

# of Institutions

1,141

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

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About ISHARES BARCLAYS

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Seven Bridge Financial Group, LLC Ishares Barclays Transaction History