Brass Tax Wealth Management, Inc Ishares Barclays Transaction History

Brass Tax Wealth Management, Inc

$602 Billion
Q3 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Barclays stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 2,198 shares of IEF stock, worth $211,975. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,198

Previous 2,274 3.34%

Holding current value

$211,975

Previous $218 Million 2.65%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$93.91 - $97.26 $7,137 - $7,391	-76 Reduced 3.34%	2,198 $212 Million
Q2 2025 Aug 11, 2025	SELL	$93.15 - $96.56 $4,936 - $5,117	-53 Reduced 2.28%	2,274 $218 Million
Q1 2025 Apr 29, 2025	SELL	$91.17 - $95.39 $4,558 - $4,769	-50 Reduced 2.1%	2,327 $222 Million
Q4 2024 Apr 29, 2025	SELL	$92.08 - $98.18 $9,484 - $10,112	-103 Reduced 4.15%	2,377 $220 Million
Q3 2024 Dec 12, 2024	SELL	$92.67 - $99.14 $22,704 - $24,289	-245 Reduced 8.99%	2,480 $243,000

Q2 2024 Dec 12, 2024	BUY	$91.24 - $94.6 $248,629 - $257,784	2,725 New	2,725 $255 Million
Q1 2024 Jul 31, 2024	BUY	$93.54 - $96.82 $275,101 - $284,747	2,941 New	2,941 $278 Million

Others Institutions Holding IEF

# of Institutions

1,180

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

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 Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Account

Brass Tax Wealth Management, Inc Ishares Barclays Transaction History