Balboa Wealth Partners Ishares Barclays Transaction History

Balboa Wealth Partners

  • $552 Million
  • Q3 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Barclays stock. As of the latest transaction made, Balboa Wealth Partners holds 2,520 shares of IEF stock, worth $243,028. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,520
Previous 3,473 27.44%
Holding current value
$243,028
Previous $332,000 26.81%
% of portfolio
0.04%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$93.91 - $97.26 $89,496 - $92,688
-953 Reduced 27.44%
2,520 $243,000
Q2 2025

Jul 29, 2025
BUY
$93.15 - $96.56 $323,509 - $335,352
3,473 New
3,473 $332,000
Q3 2023

Oct 23, 2023
BUY
$91.32 - $97.13 $1.66 Million - $1.77 Million
18,205 Added 613.58%
21,172 $1.94 Million
Q2 2023

Aug 08, 2023
BUY
$96.39 - $100.48 $285,989 - $298,124
2,967 New
2,967 $286,000

Others Institutions Holding IEF

# of Institutions
1,178
Shares Held
341M
Call Options Held
16.7M
Put Options Held
15.9M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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