Balboa Wealth Partners Ishares Barclays Transaction History

Balboa Wealth Partners

  • $572 Million
  • Q4 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Barclays stock. As of the latest transaction made, Balboa Wealth Partners holds 2,382 shares of IEF stock, worth $229,720. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,382
Previous 2,520 5.48%
Holding current value
$229,720
Previous $243,000 5.76%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 16, 2026
SELL
$96.12 - $97.72 $13,264 - $13,485
-138 Reduced 5.48%
2,382 $229,000
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
1,195
Shares Held
343M
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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