Iht Wealth Management, LLC Ishares Barclays Transaction History

Iht Wealth Management, LLC

$3.68 Billion
Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Iht Wealth Management, LLC holds 61,416 shares of IEF stock, worth $5.92 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

61,416

Previous 62,194 1.25%

Holding current value

$5.92 Million

Previous $5.96 Million 0.54%

% of portfolio

0.16%

Previous 0.17%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$93.91 - $97.26 $73,061 - $75,668	-778 Reduced 1.25%	61,416 $5.92 Million
Q2 2025 Aug 14, 2025	SELL	$93.15 - $96.56 $122,212 - $126,686	-1,312 Reduced 2.07%	62,194 $5.96 Million
Q1 2025 May 15, 2025	SELL	$91.17 - $95.39 $472,260 - $494,120	-5,180 Reduced 7.54%	63,506 $6.06 Million
Q4 2024 Feb 14, 2025	BUY	$92.08 - $98.18 $202,576 - $215,996	2,200 Added 3.31%	68,686 $6.35 Million
Q3 2024 Nov 14, 2024	BUY	$92.67 - $99.14 $4.62 Million - $4.94 Million	49,846 Added 299.56%	66,486 $6.52 Million

Q2 2024 Aug 14, 2024	BUY	$91.24 - $94.6 $376,912 - $390,792	4,131 Added 33.02%	16,640 $1.56 Million
Q1 2024 May 15, 2024	SELL	$93.54 - $96.82 $127,962 - $132,449	-1,368 Reduced 9.86%	12,509 $1.18 Million
Q4 2023 Feb 14, 2024	SELL	$88.95 - $97.0 $147,123 - $160,438	-1,654 Reduced 10.65%	13,877 $1.34 Million
Q3 2023 Nov 14, 2023	BUY	$91.32 - $97.13 $345,646 - $367,637	3,785 Added 32.22%	15,531 $1.42 Million
Q2 2023 Aug 14, 2023	SELL	$96.39 - $100.48 $165,598 - $172,624	-1,718 Reduced 12.76%	11,746 $1.13 Million
Q1 2023 May 15, 2023	BUY	$94.41 - $100.02 $664,740 - $704,240	7,041 Added 109.62%	13,464 $1.33 Million
Q4 2022 Feb 14, 2023	BUY	$92.93 - $99.14 $37,822 - $40,349	407 Added 6.77%	6,423 $615,000
Q3 2022 Nov 22, 2022	BUY	$94.56 - $105.6 $568,872 - $635,289	6,016 New	6,016 $577,000
Q3 2021 Nov 15, 2021	SELL	$114.96 - $118.18 $280,272 - $288,122	-2,438 Closed	0 $0
Q2 2021 Aug 16, 2021	SELL	$113.04 - $115.78 $29,390 - $30,102	-260 Reduced 9.64%	2,438 $282,000
Q1 2021 May 18, 2021	SELL	$112.93 - $119.98 $123,771 - $131,498	-1,096 Reduced 28.89%	2,698 $305,000
Q4 2020 Feb 17, 2021	SELL	$119.27 - $121.81 $473,501 - $483,585	-3,970 Reduced 51.13%	3,794 $455,000
Q3 2020 Nov 19, 2020	BUY	$121.18 - $123.06 $540,220 - $548,601	4,458 Added 134.85%	7,764 $946,000
Q2 2020 Aug 14, 2020	SELL	$119.77 - $122.41 $184,805 - $188,878	-1,543 Reduced 31.82%	3,306 $403,000
Q1 2020 May 13, 2020	BUY	$110.73 - $121.48 $32,111 - $35,229	290 Added 6.36%	4,849 $589,000
Q4 2019 Feb 18, 2020	SELL	$110.18 - $113.81 $991 - $1,024	-9 Reduced 0.2%	4,559 $503,000
Q3 2019 Nov 15, 2019	BUY	$108.93 - $114.25 $5,991 - $6,283	55 Added 1.22%	4,568 $514,000
Q2 2019 Aug 12, 2019	SELL	$105.05 - $110.09 $127,530 - $133,649	-1,214 Reduced 21.2%	4,513 $497,000
Q1 2019 May 16, 2019	BUY	$103.43 - $106.84 $1,137 - $1,175	11 Added 0.19%	5,727 $611,000
Q4 2018 Feb 15, 2019	BUY	$99.72 - $104.2 $200,736 - $209,754	2,013 Added 54.36%	5,716 $596,000
Q3 2018 Nov 14, 2018	BUY	$100.79 - $102.89 $90,912 - $92,806	902 Added 32.2%	3,703 $375,000
Q2 2018 Aug 13, 2018	BUY	$100.36 - $103.12 $72,359 - $74,349	721 Added 34.66%	2,801 $287,000
Q1 2018 May 15, 2018	BUY	$101.6 - $105.33 $26,009 - $26,964	256 Added 14.04%	2,080 $215,000
Q4 2017 Feb 14, 2018	BUY	$105.0 - $106.86 $185,955 - $189,249	1,771 Added 3341.51%	1,824 $192,000
Q3 2017 Nov 14, 2017	BUY	$106.52 - $107.22 $5,645 - $5,682	53	53 $6,000

Others Institutions Holding IEF

# of Institutions

1,178

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

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About ISHARES BARCLAYS

Ticker IEF
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Iht Wealth Management, LLC Ishares Barclays Transaction History