Heritage Wealth Partners, LLC Ishares Barclays Transaction History

Heritage Wealth Partners, LLC

$65.6 Billion
Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 5,212 shares of IEF stock, worth $502,645. This represents 0.76% of its overall portfolio holdings.

Number of Shares

5,212

Previous 5,306 1.77%

Holding current value

$502,645

Previous $491 Million 1.33%

% of portfolio

0.76%

Previous 0.62%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$91.17 - $95.39 $8,569 - $8,966	-94 Reduced 1.77%	5,212 $497 Million
Q4 2024 Jan 13, 2025	SELL	$92.08 - $98.18 $1.78 Million - $1.9 Million	-19,323 Reduced 78.46%	5,306 $491 Million
Q3 2024 Oct 08, 2024	BUY	$92.67 - $99.14 $1.72 Million - $1.84 Million	18,552 Added 305.28%	24,629 $2.42 Billion
Q2 2024 Jul 05, 2024	SELL	$91.24 - $94.6 $142,516 - $147,765	-1,562 Reduced 20.45%	6,077 $569 Million
Q4 2023 Jan 19, 2024	SELL	$88.95 - $97.0 $8,983 - $9,797	-101 Reduced 1.3%	7,639 $736 Million

Q3 2023 Oct 18, 2023	SELL	$91.32 - $97.13 $553,399 - $588,607	-6,060 Reduced 43.91%	7,740 $709 Million
Q2 2023 Aug 11, 2023	BUY	$96.39 - $100.48 $1.33 Million - $1.39 Million	13,800 New	13,800 $1.33 Billion
Q4 2022 Feb 10, 2023	BUY	$92.93 - $99.14 $3.36 Million - $3.59 Million	36,198 New	36,198 $3.48 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

Ticker IEF
Sector ETFs
Industry ETFs

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Heritage Wealth Partners, LLC Ishares Barclays Transaction History