Caliber Wealth Management, LLC / Ks Ishares Barclays Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Barclays stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 6,937 shares of IEF stock, worth $669,004. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,937
Previous 6,755 2.69%
Holding current value
$669,004
Previous $647 Million 3.43%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$93.91 - $97.26 $17,091 - $17,701
182 Added 2.69%
6,937 $669 Million
Q2 2025

Jul 30, 2025
SELL
$93.15 - $96.56 $60,920 - $63,150
-654 Reduced 8.83%
6,755 $647 Million
Q1 2025

May 06, 2025
BUY
$91.17 - $95.39 $675,478 - $706,744
7,409 New
7,409 $707 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

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email