Form Wealth Advisors, LLC Ishares Barclays Transaction History

Form Wealth Advisors, LLC

  • $827 Billion
  • Q2 2025

A detailed history of Form Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 228,349 shares of IEF stock, worth $22 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
228,349
Previous 209,610 8.94%
Holding current value
$22 Million
Previous $20 Billion 9.4%
% of portfolio
2.65%
Previous 2.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$93.15 - $96.56 $1.75 Million - $1.81 Million
18,739 Added 8.94%
228,349 $21.9 Billion
Q1 2025

Apr 22, 2025
BUY
$91.17 - $95.39 $19.1 Million - $20 Million
209,610 New
209,610 $20 Billion

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 Form Wealth Advisors, LLC Portfolio

Follow Form Wealth Advisors, LLC 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 Form Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Form Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email