Sound Financial Strategies Group, LLC Ishares Barclays Transaction History

Sound Financial Strategies Group, LLC

$111 Million
Q2 2025

A detailed history of Sound Financial Strategies Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 145,123 shares of IEF stock, worth $13.9 Million. This represents 12.47% of its overall portfolio holdings.

Number of Shares

145,123

Previous 106,171 36.69%

Holding current value

$13.9 Million

Previous $10.1 Million 37.26%

% of portfolio

12.47%

Previous 9.58%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$93.15 - $96.56 $3.63 Million - $3.76 Million	38,952 Added 36.69%	145,123 $13.9 Million
Q1 2025 May 09, 2025	SELL	$91.17 - $95.39 $6.9 Million - $7.22 Million	-75,663 Reduced 41.61%	106,171 $10.1 Million
Q4 2024 Feb 06, 2025	SELL	$92.08 - $98.18 $950,818 - $1.01 Million	-10,326 Reduced 5.37%	181,834 $16.8 Million
Q3 2024 Nov 12, 2024	BUY	$92.67 - $99.14 $17.8 Million - $19.1 Million	192,160 New	192,160 $18.9 Million
Q4 2023 Feb 02, 2024	BUY	$88.95 - $97.0 $5,159 - $5,626	58 New	58 $5,000
Q2 2023 Aug 07, 2023	SELL	$96.39 - $100.48 $71.6 Million - $74.6 Million	-742,331 Reduced 99.58%	3,102 $299,000
Q1 2023 May 02, 2023	BUY	$94.41 - $100.02 $70.4 Million - $74.6 Million	745,433 New	745,433 $73.9 Million
Q1 2021 May 07, 2021	SELL	$112.93 - $119.98 $104,799 - $111,341	-928 Closed	0 $0
Q4 2020 Jan 22, 2021	SELL	$119.27 - $121.81 $8.3 Million - $8.48 Million	-69,624 Reduced 98.68%	928 $111,000
Q3 2020 Oct 19, 2020	SELL	$121.18 - $123.06 $166,016 - $168,592	-1,370 Reduced 1.9%	70,552 $8.6 Million
Q2 2020 Jul 17, 2020	BUY	$119.77 - $122.41 $77,012 - $78,709	643 Added 0.9%	71,922 $8.77 Million
Q1 2020 May 08, 2020	BUY	$110.73 - $121.48 $7.89 Million - $8.66 Million	71,279 New	71,279 $8.66 Million

Others Institutions Holding IEF

# of Institutions

1,153

Shares Held

306M

Call Options Held

6.96M

Put Options Held

4.1M

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 Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.

Account

Sound Financial Strategies Group, LLC Ishares Barclays Transaction History