Summit Wealth Partners, LLC Ishares Barclays Transaction History

Summit Wealth Partners, LLC

$524 Billion
Q2 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 94,432 shares of IEF stock, worth $9.01 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

94,432

Previous 103,643 8.89%

Holding current value

$9.01 Million

Previous $9.88 Billion 8.51%

% of portfolio

1.72%

Previous 2.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$93.15 - $96.56 $858,004 - $889,414	-9,211 Reduced 8.89%	94,432 $9.04 Billion
Q1 2025 May 06, 2025	BUY	$91.17 - $95.39 $337,329 - $352,943	3,700 Added 3.7%	103,643 $9.88 Billion
Q4 2024 Jan 27, 2025	SELL	$92.08 - $98.18 $325,594 - $347,164	-3,536 Reduced 3.42%	99,943 $9.24 Billion
Q3 2024 Oct 28, 2024	SELL	$92.67 - $99.14 $163,655 - $175,081	-1,766 Reduced 1.68%	103,479 $10.2 Billion
Q2 2024 Sep 11, 2024	BUY	$91.24 - $94.6 $879,097 - $911,471	9,635 Added 10.08%	105,245 $9.86 Billion
Q1 2024 Sep 11, 2024	BUY	$93.54 - $96.82 $465,174 - $481,485	4,973 Added 5.49%	95,610 $9.05 Billion
Q4 2023 Sep 11, 2024	BUY	$88.95 - $97.0 $660,097 - $719,837	7,421 Added 8.92%	90,637 $8.74 Billion
Q3 2023 Sep 11, 2024	BUY	$91.32 - $97.13 $985,525 - $1.05 Million	10,792 Added 14.9%	83,216 $7.62 Billion
Q2 2023 Sep 11, 2024	BUY	$96.39 - $100.48 $709,912 - $740,035	7,365 Added 11.32%	72,424 $7 Billion
Q1 2023 Sep 11, 2024	BUY	$94.41 - $100.02 $5.54 Million - $5.87 Million	58,645 Added 914.33%	65,059 $6.45 Billion
Q4 2022 Sep 11, 2024	BUY	$92.93 - $99.14 $280,648 - $299,402	3,020 Added 88.98%	6,414 $614 Million
Q3 2022 Sep 11, 2024	BUY	$94.56 - $105.6 $9,834 - $10,982	104 Added 3.16%	3,394 $326 Million
Q2 2022 Sep 11, 2024	SELL	$98.15 - $106.65 $244,295 - $265,451	-2,489 Reduced 43.07%	3,290 $337 Million
Q1 2022 Sep 11, 2024	SELL	$106.08 - $113.93 $49,433 - $53,091	-466 Reduced 7.46%	5,779 $621 Million
Q4 2021 Sep 10, 2024	SELL	$113.55 - $116.36 $11,468 - $11,752	-101 Reduced 1.59%	6,245 $718 Million
Q3 2021 Sep 10, 2024	BUY	$114.96 - $118.18 $574 - $590	5 Added 0.08%	6,346 $731 Million
Q2 2021 Sep 10, 2024	SELL	$113.04 - $115.78 $12,547 - $12,851	-111 Reduced 1.72%	6,341 $732 Million
Q1 2021 Sep 10, 2024	SELL	$112.93 - $119.98 $252,398 - $268,155	-2,235 Reduced 25.73%	6,452 $729 Million
Q4 2020 Sep 10, 2024	SELL	$119.27 - $121.81 $1.99 Million - $2.04 Million	-16,707 Reduced 65.79%	8,687 $1.04 Billion
Q3 2020 Sep 10, 2024	SELL	$121.18 - $123.06 $108,092 - $109,769	-892 Reduced 3.39%	25,394 $3.09 Billion
Q2 2020 Sep 10, 2024	BUY	$119.77 - $122.41 $2.61 Million - $2.67 Million	21,786 Added 484.13%	26,286 $3.2 Billion
Q4 2019 Sep 09, 2024	BUY	$110.18 - $113.81 $495,810 - $512,145	4,500 New	4,500 $496 Million

Others Institutions Holding IEF

# of Institutions

1,153

Shares Held

305M

Call Options Held

17.9M

Put Options Held

3.47M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Summit Wealth Partners, LLC Ishares Barclays Transaction History