Capital Advisors Wealth Management, LLC Ishares Barclays Transaction History

Capital Advisors Wealth Management, LLC

$681 Million
Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 45,734 shares of IEF stock, worth $4.41 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

45,734

Previous 69,514 34.21%

Holding current value

$4.41 Million

Previous $6.66 Million 33.74%

% of portfolio

0.65%

Previous 1.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$93.91 - $97.26 $2.23 Million - $2.31 Million	-23,780 Reduced 34.21%	45,734 $4.41 Million
Q2 2025 Aug 13, 2025	BUY	$93.15 - $96.56 $6.22 Million - $6.44 Million	66,733 Added 2399.6%	69,514 $6.66 Million
Q1 2025 Apr 24, 2025	SELL	$91.17 - $95.39 $21,516 - $22,512	-236 Reduced 7.82%	2,781 $265,000
Q4 2024 Jan 14, 2025	BUY	$92.08 - $98.18 $277,805 - $296,209	3,017 New	3,017 $278,000
Q3 2023 Oct 10, 2023	SELL	$91.32 - $97.13 $259,531 - $276,043	-2,842 Reduced 28.37%	7,177 $657,000

Q2 2023 Jul 11, 2023	SELL	$96.39 - $100.48 $48,195 - $50,240	-500 Reduced 4.75%	10,019 $967,000
Q1 2023 Apr 14, 2023	BUY	$94.41 - $100.02 $993,098 - $1.05 Million	10,519 New	10,519 $1.04 Million
Q2 2021 Aug 13, 2021	SELL	$113.04 - $115.78 $279,321 - $286,092	-2,471 Closed	0 $0
Q1 2021 Apr 20, 2021	BUY	$112.93 - $119.98 $279,050 - $296,470	2,471 New	2,471 $279,000

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

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Capital Advisors Wealth Management, LLC Ishares Barclays Transaction History