Wealthspan Partners, LLC Ishares Barclays Transaction History

Wealthspan Partners, LLC

$222 Million
Q2 2025

A detailed history of Wealthspan Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealthspan Partners, LLC holds 2,354 shares of IEF stock, worth $226,925. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,354

Previous 8,228 71.39%

Holding current value

$226,925

Previous $784,000 71.3%

% of portfolio

0.1%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$93.15 - $96.56 $547,163 - $567,193	-5,874 Reduced 71.39%	2,354 $225,000
Q1 2025 Apr 21, 2025	SELL	$91.17 - $95.39 $52,058 - $54,467	-571 Reduced 6.49%	8,228 $784,000
Q4 2024 Jan 24, 2025	BUY	$92.08 - $98.18 $369,701 - $394,192	4,015 Added 83.93%	8,799 $813,000
Q3 2024 Nov 04, 2024	BUY	$92.67 - $99.14 $224,910 - $240,612	2,427 Added 102.97%	4,784 $469,000
Q2 2024 Jul 19, 2024	BUY	$91.24 - $94.6 $215,052 - $222,972	2,357 New	2,357 $220,000
Q2 2022 Aug 11, 2022	SELL	$98.15 - $106.65 $1.01 Million - $1.1 Million	-10,270 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$106.08 - $113.93 $23,549 - $25,292	222 Added 2.21%	10,270 $1.1 Million
Q4 2021 Feb 15, 2022	BUY	$113.55 - $116.36 $1.14 Million - $1.17 Million	10,048 New	10,048 $1.16 Million

Others Institutions Holding IEF

# of Institutions

1,179

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Wealthspan Partners, LLC Ishares Barclays Transaction History