Summit Wealth Partners, LLC Ishares Barclays Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 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 97,558 shares of IEF stock, worth $9.41 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
97,558
Previous 94,432 3.31%
Holding current value
$9.41 Million
Previous $9.04 Billion 4.05%
% of portfolio
1.7%
Previous 1.72%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$93.91 - $97.26 $293,562 - $304,034
3,126 Added 3.31%
97,558 $9.41 Billion
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
1,181
Shares Held
341M
Call Options Held
16.7M
Put Options Held
15.9M
View Full List

About ISHARES BARCLAYS

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