Wbh Advisory Inc Ishares Barclays Transaction History

Wbh Advisory Inc

$1.16 Billion
Q2 2025

A detailed history of Wbh Advisory Inc transactions in Ishares Barclays stock. As of the latest transaction made, Wbh Advisory Inc holds 18,480 shares of IEF stock, worth $1.78 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

18,480

Previous 10,626 73.91%

Holding current value

$1.78 Million

Previous $1.01 Million 74.63%

% of portfolio

0.15%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$93.15 - $96.56 $731,600 - $758,382	7,854 Added 73.91%	18,480 $1.77 Million
Q1 2025 May 09, 2025	SELL	$91.17 - $95.39 $156,812 - $164,070	-1,720 Reduced 13.93%	10,626 $1.01 Million
Q4 2024 Jan 30, 2025	BUY	$92.08 - $98.18 $288,486 - $307,597	3,133 Added 34.01%	12,346 $1.14 Million
Q3 2024 Oct 15, 2024	SELL	$92.67 - $99.14 $29,469 - $31,526	-318 Reduced 3.34%	9,213 $903,000
Q2 2024 Jul 11, 2024	BUY	$91.24 - $94.6 $146,987 - $152,400	1,611 Added 20.34%	9,531 $892,000
Q1 2024 Apr 16, 2024	BUY	$93.54 - $96.82 $740,836 - $766,814	7,920 New	7,920 $749,000
Q1 2023 Apr 20, 2023	SELL	$94.41 - $100.02 $2.68 Million - $2.84 Million	-28,420 Reduced 68.32%	13,179 $1.31 Million
Q3 2022 Oct 18, 2022	BUY	$94.56 - $105.6 $2.58 Million - $2.88 Million	27,313 Added 191.19%	41,599 $3.99 Million
Q2 2022 Jul 12, 2022	SELL	$98.15 - $106.65 $307,503 - $334,134	-3,133 Reduced 17.99%	14,286 $1.46 Million
Q1 2022 Apr 29, 2022	BUY	$106.08 - $113.93 $467,070 - $501,633	4,403 Added 33.83%	17,419 $1.87 Million
Q4 2021 Jan 28, 2022	SELL	$113.55 - $116.36 $282,853 - $289,852	-2,491 Reduced 16.06%	13,016 $1.5 Million
Q3 2021 Oct 25, 2021	BUY	$114.96 - $118.18 $1.78 Million - $1.83 Million	15,507 New	15,507 $1.79 Million

Others Institutions Holding IEF

# of Institutions

1,178

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
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