Retirement Financial Solutions, LLC Ishares Barclays Transaction History

Retirement Financial Solutions, LLC

$165 Billion
Q1 2025

A detailed history of Retirement Financial Solutions, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 146,805 shares of IEF stock, worth $13.9 Million. This represents 8.47% of its overall portfolio holdings.

Number of Shares

146,805

Previous 152,983 4.04%

Holding current value

$13.9 Million

Previous $14.1 Billion 1.01%

% of portfolio

8.47%

Previous 7.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 16, 2025	SELL	$91.17 - $95.39 $563,248 - $589,319	-6,178 Reduced 4.04%	146,805 $14 Billion
Q4 2024 Jan 31, 2025	SELL	$92.08 - $98.18 $272,925 - $291,005	-2,964 Reduced 1.9%	152,983 $14.1 Billion
Q3 2024 Oct 29, 2024	BUY	$92.67 - $99.14 $184,505 - $197,387	1,991 Added 1.29%	155,947 $15.3 Billion
Q2 2024 Aug 05, 2024	BUY	$91.24 - $94.6 $817,054 - $847,143	8,955 Added 6.18%	153,956 $14.4 Billion
Q1 2024 May 10, 2024	BUY	$93.54 - $96.82 $737,095 - $762,941	7,880 Added 5.75%	145,001 $13.7 Billion
Q4 2023 Jan 18, 2024	SELL	$88.95 - $97.0 $1.1 Million - $1.2 Million	-12,379 Reduced 8.28%	137,121 $13.2 Billion
Q3 2023 Oct 20, 2023	SELL	$91.32 - $97.13 $545,454 - $580,157	-5,973 Reduced 3.84%	149,500 $13.7 Billion
Q2 2023 Jul 18, 2023	BUY	$96.39 - $100.48 $1.2 Million - $1.25 Million	12,468 Added 8.72%	155,473 $15 Billion
Q1 2023 Apr 26, 2023	BUY	$94.41 - $100.02 $899,160 - $952,590	9,524 Added 7.14%	143,005 $14.2 Billion
Q4 2022 Jan 18, 2023	BUY	$92.93 - $99.14 $12.4 Million - $13.2 Million	133,481 New	133,481 $12.8 Billion

Others Institutions Holding IEF

# of Institutions

1,109

Shares Held

281M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Retirement Financial Solutions, LLC Ishares Barclays Transaction History