Wealth Alliance Ishares Barclays Transaction History

Wealth Alliance

$902 Million
Q3 2025

A detailed history of Wealth Alliance transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Alliance holds 38,421 shares of IEF stock, worth $3.71 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

38,421

Holding current value

$3.71 Million

% of portfolio

0.41%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$93.91 - $97.26 $3.61 Million - $3.74 Million	38,421 New	38,421 $3.71 Million
Q1 2025 May 05, 2025	BUY	$91.17 - $95.39 $816,336 - $854,122	8,954 Added 31.61%	37,278 $3.56 Million
Q4 2024 Feb 03, 2025	SELL	$92.08 - $98.18 $989,399 - $1.05 Million	-10,745 Reduced 27.5%	28,324 $2.62 Million
Q3 2024 Nov 04, 2024	BUY	$92.67 - $99.14 $3.39 Million - $3.63 Million	36,568 Added 1462.14%	39,069 $3.83 Million
Q2 2024 Aug 09, 2024	SELL	$91.24 - $94.6 $3.22 Million - $3.33 Million	-35,243 Reduced 93.37%	2,501 $234,000

Q1 2024 May 10, 2024	BUY	$93.54 - $96.82 $3.53 Million - $3.65 Million	37,744 New	37,744 $3.57 Million
Q2 2023 Aug 02, 2023	BUY	$96.39 - $100.48 $567,833 - $591,927	5,891 New	5,891 $569,000
Q1 2022 May 10, 2022	SELL	$106.08 - $113.93 $3.86 Million - $4.15 Million	-36,387 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$113.55 - $116.36 $311,354 - $319,059	-2,742 Reduced 7.01%	36,387 $4.18 Million
Q3 2021 Nov 12, 2021	BUY	$114.96 - $118.18 $4.16 Million - $4.28 Million	36,199 Added 1235.46%	39,129 $4.51 Million
Q2 2021 Aug 16, 2021	BUY	$113.04 - $115.78 $791 - $810	7 Added 0.24%	2,930 $338,000
Q1 2021 May 18, 2021	BUY	$112.93 - $119.98 $330,094 - $350,701	2,923 New	2,923 $330,000
Q4 2020 Feb 11, 2021	SELL	$119.27 - $121.81 $3.74 Million - $3.82 Million	-31,362 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$121.18 - $123.06 $219,335 - $222,738	1,810 Added 6.12%	31,362 $3.82 Million
Q2 2020 Aug 14, 2020	SELL	$119.77 - $122.41 $969,059 - $990,419	-8,091 Reduced 21.49%	29,552 $3.6 Million
Q1 2020 May 15, 2020	SELL	$110.73 - $121.48 $258,000 - $283,048	-2,330 Reduced 5.83%	37,643 $4.57 Million
Q4 2019 Feb 14, 2020	BUY	$110.18 - $113.81 $3.92 Million - $4.05 Million	35,567 Added 807.24%	39,973 $4.41 Million
Q4 2019 Feb 12, 2020	BUY	$110.18 - $113.81 $485,453 - $501,446	4,406 New	4,406 $4.41 Million

Others Institutions Holding IEF

# of Institutions

1,181

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

87.7M
Shares

$8.45 Billion
3.12% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.57 Billion
0.17% of portfolio
Ameriprise Financial Inc Minneapolis, MN

15M
Shares

$1.44 Billion
0.35% of portfolio
Morgan Stanley New York, NY

14.3M
Shares

$1.38 Billion
0.09% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.24 Billion
0.38% of portfolio

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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