Pur Efi Wealth, LLC Ishares Tr Transaction History

Pur Efi Wealth, LLC

$131 Billion
Q4 2025

A detailed history of Pur Efi Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 3,139 shares of IYF stock, worth $388,388. This represents 0.31% of its overall portfolio holdings.

Number of Shares

3,139

Holding current value

$388,388

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 12, 2026	BUY	$120.85 - $126.31 $379,348 - $396,487	3,139 New	3,139 $405 Million

Others Institutions Holding IYF

# of Institutions

512

Shares Held

20.7M

Call Options Held

18.2K

Put Options Held

44.1K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.78M
Shares

$221 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.59M
Shares

$196 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.55M
Shares

$192 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$148 Million
1.91% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

827K
Shares

$102 Million
1.94% of portfolio

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About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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