Wespac Advisors, LLC Ishares Barclays Transaction History

Wespac Advisors, LLC

$115 Million
Q1 2025

A detailed history of Wespac Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wespac Advisors, LLC holds 4,135 shares of IEF stock, worth $397,249. This represents 0.34% of its overall portfolio holdings.

Number of Shares

4,135

Holding current value

$397,249

% of portfolio

0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$91.17 - $95.39 $376,987 - $394,437	4,135 New	4,135 $394,000
Q1 2024 Apr 24, 2024	BUY	$93.54 - $96.82 $136,755 - $141,550	1,462 Added 6.08%	25,504 $2.41 Million
Q4 2023 Jan 25, 2024	BUY	$88.95 - $97.0 $125,063 - $136,382	1,406 Added 6.21%	24,042 $2.32 Million
Q3 2023 Oct 25, 2023	SELL	$91.32 - $97.13 $1.33 Million - $1.41 Million	-14,542 Reduced 39.11%	22,636 $2.07 Million
Q2 2023 Jul 28, 2023	BUY	$96.39 - $100.48 $1.28 Million - $1.33 Million	13,268 Added 55.49%	37,178 $3.59 Million
Q1 2023 Apr 26, 2023	BUY	$94.41 - $100.02 $2.26 Million - $2.39 Million	23,910 New	23,910 $2.37 Million

Others Institutions Holding IEF

# of Institutions

1,124

Shares Held

289M

Call Options Held

14.2M

Put Options Held

6.28M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.73 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.57 Billion
0.2% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$1.19 Billion
0.4% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.12 Billion
0.29% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.29M
Shares

$893 Million
0.47% of portfolio

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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