Independent Family Office, LLC Ishares Barclays Transaction History

Independent Family Office, LLC

$190 Million
Q4 2024

A detailed history of Independent Family Office, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Independent Family Office, LLC holds 16,615 shares of IEF stock, worth $1.57 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

16,615

Previous 25,801 35.6%

Holding current value

$1.57 Million

Previous $2.53 Million 39.31%

% of portfolio

0.81%

Previous 1.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$92.08 - $98.18 $845,846 - $901,881	-9,186 Reduced 35.6%	16,615 $1.54 Million
Q3 2024 Nov 14, 2024	BUY	$92.67 - $99.14 $529,331 - $566,287	5,712 Added 28.43%	25,801 $2.53 Million
Q2 2024 Aug 14, 2024	SELL	$91.24 - $94.6 $386,218 - $400,441	-4,233 Reduced 17.4%	20,089 $1.88 Million
Q1 2024 Apr 29, 2024	BUY	$93.54 - $96.82 $26,191 - $27,109	280 Added 1.16%	24,322 $2.3 Million
Q3 2023 Nov 01, 2023	BUY	$91.32 - $97.13 $131,409 - $139,770	1,439 Added 6.37%	24,042 $2.2 Million
Q2 2023 Jul 25, 2023	BUY	$96.39 - $100.48 $195,189 - $203,472	2,025 Added 9.84%	22,603 $2.18 Million
Q1 2023 May 04, 2023	BUY	$94.41 - $100.02 $9,441 - $10,002	100 Added 0.49%	20,578 $2.04 Million
Q2 2022 Aug 01, 2022	BUY	$98.15 - $106.65 $791,285 - $859,812	8,062 Added 64.93%	20,478 $2.1 Million
Q1 2022 May 16, 2022	BUY	$106.08 - $113.93 $1.11 Million - $1.19 Million	10,453 Added 532.5%	12,416 $1.33 Million
Q4 2019 Feb 13, 2020	BUY	$110.18 - $113.81 $216,283 - $223,409	1,963 New	1,963 $216,000

Others Institutions Holding IEF

# of Institutions

1,100

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

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About ISHARES BARCLAYS

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Independent Family Office, LLC Ishares Barclays Transaction History