Erickson Financial Group, LLC Ishares Barclays Transaction History

Erickson Financial Group, LLC

  • $159 Million
  • Q3 2025

A detailed history of Erickson Financial Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Erickson Financial Group, LLC holds 16,940 shares of IEF stock, worth $1.63 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
16,940
Previous 16,172 4.75%
Holding current value
$1.63 Million
Previous $1.55 Million 5.56%
% of portfolio
1.03%
Previous 1.05%

Shares

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

Oct 27, 2025
BUY
$93.91 - $97.26 $72,122 - $74,695
768 Added 4.75%
16,940 $1.63 Million
Q2 2025

Aug 12, 2025
BUY
$93.15 - $96.56 $1.51 Million - $1.56 Million
16,172 New
16,172 $1.55 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
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