Independence Financial Advisors, LLC Ishares Barclays Transaction History

Independence Financial Advisors, LLC

  • $364 Billion
  • Q4 2025

A detailed history of Independence Financial Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 199,635 shares of IEF stock, worth $19.3 Million. This represents 5.28% of its overall portfolio holdings.

Number of Shares
199,635
Previous 191,564 4.21%
Holding current value
$19.3 Million
Previous $18.5 Billion 3.89%
% of portfolio
5.28%
Previous 5.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$96.12 - $97.72 $775,784 - $788,698
8,071 Added 4.21%
199,635 $19.2 Billion
Q3 2025

Oct 24, 2025
BUY
$93.91 - $97.26 $6.66 Million - $6.9 Million
70,895 Added 58.75%
191,564 $18.5 Billion
Q2 2025

Aug 08, 2025
SELL
$93.15 - $96.56 $3.03 Million - $3.14 Million
-32,546 Reduced 21.24%
120,669 $11.6 Billion
Q1 2025

May 08, 2025
BUY
$91.17 - $95.39 $14 Million - $14.6 Million
153,215 New
153,215 $14.6 Billion

Others Institutions Holding IEF

# of Institutions
1,204
Shares Held
344M
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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