Beacon Wealthcare LLC Ishares Barclays Transaction History

Beacon Wealthcare LLC

$283 Million
Q3 2025

A detailed history of Beacon Wealthcare LLC transactions in Ishares Barclays stock. As of the latest transaction made, Beacon Wealthcare LLC holds 390,900 shares of IEF stock, worth $37.7 Million. This represents 13.34% of its overall portfolio holdings.

Number of Shares

390,900

Previous 384,364 1.7%

Holding current value

$37.7 Million

Previous $36.8 Million 2.43%

% of portfolio

13.34%

Previous 13.88%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 01, 2025	BUY	$93.91 - $97.26 $613,795 - $635,691	6,536 Added 1.7%	390,900 $37.7 Million
Q2 2025 Jul 08, 2025	SELL	$93.15 - $96.56 $266,222 - $275,968	-2,858 Reduced 0.74%	384,364 $36.8 Million
Q1 2025 Apr 02, 2025	SELL	$91.17 - $95.39 $232,848 - $243,626	-2,554 Reduced 0.66%	387,222 $36.8 Million
Q4 2024 Jan 03, 2025	SELL	$92.08 - $98.18 $482,130 - $514,070	-5,236 Reduced 1.33%	389,776 $36 Million
Q3 2024 Oct 08, 2024	BUY	$92.67 - $99.14 $344,083 - $368,106	3,713 Added 0.95%	395,012 $38.8 Million

Q2 2024 Jul 03, 2024	SELL	$91.24 - $94.6 $124,451 - $129,034	-1,364 Reduced 0.35%	391,299 $36.6 Million
Q1 2024 Apr 12, 2024	SELL	$93.54 - $96.82 $2.19 Million - $2.27 Million	-23,404 Reduced 5.63%	392,663 $37.2 Million
Q4 2023 Jan 05, 2024	SELL	$88.95 - $97.0 $7.11 Million - $7.76 Million	-79,951 Reduced 16.12%	416,067 $40.1 Million
Q3 2023 Oct 10, 2023	BUY	$91.32 - $97.13 $173,325 - $184,352	1,898 Added 0.38%	496,018 $45.4 Million
Q2 2023 Jul 11, 2023	SELL	$96.39 - $100.48 $608,317 - $634,129	-6,311 Reduced 1.26%	494,120 $47.7 Million
Q1 2023 Apr 06, 2023	BUY	$94.41 - $100.02 $406,718 - $430,886	4,308 Added 0.87%	500,431 $49.6 Million
Q4 2022 Feb 10, 2023	SELL	$92.93 - $99.14 $2.11 Million - $2.25 Million	-22,689 Reduced 4.37%	496,123 $47.5 Million
Q3 2022 Oct 04, 2022	BUY	$94.56 - $105.6 $889,715 - $993,590	9,409 Added 1.85%	518,812 $49.8 Million
Q2 2022 Jul 01, 2022	SELL	$98.15 - $106.65 $3.11 Million - $3.38 Million	-31,655 Reduced 5.85%	509,403 $52.1 Million
Q1 2022 Apr 05, 2022	SELL	$106.08 - $113.93 $3.44 Million - $3.7 Million	-32,457 Reduced 5.66%	541,058 $58.1 Million
Q4 2021 Jan 07, 2022	SELL	$113.55 - $116.36 $1.21 Million - $1.24 Million	-10,667 Reduced 1.83%	573,515 $66 Million
Q3 2021 Oct 05, 2021	BUY	$114.96 - $118.18 $3.91 Million - $4.02 Million	33,994 Added 6.18%	584,182 $67.3 Million
Q2 2021 Jul 02, 2021	BUY	$113.04 - $115.78 $2.76 Million - $2.83 Million	24,406 Added 4.64%	550,188 $63.5 Million
Q1 2021 Apr 06, 2021	BUY	$112.93 - $119.98 $59.4 Million - $63.1 Million	525,782 New	525,782 $59.4 Million

Others Institutions Holding IEF

# of Institutions

1,178

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 Beacon Wealthcare LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Wealthcare LLC with notifications on news.

Account

Beacon Wealthcare LLC Ishares Barclays Transaction History