Lwm Advisors Inc Ishares Barclays Transaction History

Lwm Advisors Inc

$114 Billion
Q4 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Barclays stock. As of the latest transaction made, Lwm Advisors Inc holds 29,153 shares of IEF stock, worth $2.81 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

29,153

Previous 28,932 0.76%

Holding current value

$2.81 Million

Previous $2.79 Billion 0.45%

% of portfolio

2.47%

Previous 2.51%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$96.12 - $97.72 $21,242 - $21,596	221 Added 0.76%	29,153 $2.8 Billion
Q3 2025 Oct 06, 2025	BUY	$93.91 - $97.26 $75,785 - $78,488	807 Added 2.87%	28,932 $2.79 Billion
Q2 2025 Jul 07, 2025	BUY	$93.15 - $96.56 $38,284 - $39,686	411 Added 1.48%	28,125 $2.69 Billion
Q1 2025 May 13, 2025	SELL	$91.17 - $95.39 $95,090 - $99,491	-1,043 Reduced 3.63%	27,714 $2.61 Billion
Q4 2024 May 13, 2025	BUY	$92.08 - $98.18 $2.65 Million - $2.82 Million	28,757 New	28,757 $2.66 Billion

Others Institutions Holding IEF

# of Institutions

1,187

Shares Held

342M

Call Options Held

16.7M

Put Options Held

15.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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