Wellspring Financial Advisors, LLC Ishares Barclays Transaction History

Wellspring Financial Advisors, LLC

$996 Billion
Q2 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 13,794 shares of IEF stock, worth $1.32 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

13,794

Previous 21,800 36.72%

Holding current value

$1.32 Million

Previous $2.08 Billion 36.46%

% of portfolio

0.13%

Previous 0.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$93.15 - $96.56 $745,758 - $773,059	-8,006 Reduced 36.72%	13,794 $1.32 Billion
Q1 2025 May 15, 2025	SELL	$91.17 - $95.39 $8.83 Million - $9.24 Million	-96,833 Reduced 81.62%	21,800 $2.08 Billion
Q4 2024 Feb 13, 2025	BUY	$92.08 - $98.18 $481,762 - $513,677	5,232 Added 4.61%	118,633 $11 Billion
Q3 2024 Nov 13, 2024	SELL	$92.67 - $99.14 $2.64 Million - $2.83 Million	-28,536 Reduced 20.1%	113,401 $11.1 Billion
Q2 2024 Aug 12, 2024	BUY	$91.24 - $94.6 $331,292 - $343,492	3,631 Added 2.63%	141,937 $13.3 Billion
Q1 2024 May 01, 2024	BUY	$93.54 - $96.82 $4.01 Million - $4.15 Million	42,878 Added 44.93%	138,306 $13.1 Billion
Q4 2023 Feb 13, 2024	BUY	$88.95 - $97.0 $939,756 - $1.02 Million	10,565 Added 12.45%	95,428 $9.2 Billion
Q3 2023 Nov 14, 2023	BUY	$91.32 - $97.13 $6,118 - $6,507	67 Added 0.08%	84,863 $7.77 Billion
Q2 2023 Aug 11, 2023	BUY	$96.39 - $100.48 $5.73 Million - $5.97 Million	59,449 Added 234.54%	84,796 $8.19 Billion
Q1 2023 May 12, 2023	SELL	$94.41 - $100.02 $111,403 - $118,023	-1,180 Reduced 4.45%	25,347 $2.51 Billion
Q4 2022 Feb 13, 2023	SELL	$92.93 - $99.14 $82,243 - $87,738	-885 Reduced 3.23%	26,527 $2.54 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $166,520 - $185,961	1,761 Added 6.87%	27,412 $2.63 Million
Q2 2022 Aug 12, 2022	BUY	$98.15 - $106.65 $2.52 Million - $2.74 Million	25,651 New	25,651 $2.62 Million

Others Institutions Holding IEF

# of Institutions

1,172

Shares Held

306M

Call Options Held

17.5M

Put Options Held

4.23M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.

Account

Wellspring Financial Advisors, LLC Ishares Barclays Transaction History