Wealth Trust Asset Management, LLC Ishares Barclays Transaction History

Wealth Trust Asset Management, LLC

$139 Million
Q3 2025

A detailed history of Wealth Trust Asset Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 14,024 shares of IEF stock, worth $1.35 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

14,024

Previous 13,716 2.25%

Holding current value

$1.35 Million

Previous $1.31 Million 2.97%

% of portfolio

0.97%

Previous 1.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$93.91 - $97.26 $28,924 - $29,956	308 Added 2.25%	14,024 $1.35 Million
Q2 2025 Aug 08, 2025	SELL	$93.15 - $96.56 $298,452 - $309,378	-3,204 Reduced 18.94%	13,716 $1.31 Million
Q1 2025 May 01, 2025	SELL	$91.17 - $95.39 $160,550 - $167,981	-1,761 Reduced 9.43%	16,920 $1.61 Million
Q4 2024 Feb 10, 2025	SELL	$92.08 - $98.18 $3.04 Million - $3.25 Million	-33,057 Reduced 63.89%	18,681 $1.73 Million
Q3 2024 Nov 12, 2024	BUY	$92.67 - $99.14 $660,644 - $706,769	7,129 Added 15.98%	51,738 $5.08 Million

Q2 2024 Aug 12, 2024	BUY	$91.24 - $94.6 $4.07 Million - $4.22 Million	44,609 New	44,609 $4.18 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

Ticker IEF
Sector ETFs
Industry ETFs

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Wealth Trust Asset Management, LLC Ishares Barclays Transaction History