Modern Wealth Management, LLC Ishares Barclays Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Modern Wealth Management, LLC holds 160,552 shares of IEF stock, worth $15.5 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
160,552
Previous 167,765 4.3%
Holding current value
$15.5 Million
Previous $16.1 Million 96295.76%
% of portfolio
0.31%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$93.91 - $97.26 $677,372 - $701,536
-7,213 Reduced 4.3%
160,552 $15.5 Billion
Q2 2025

Nov 12, 2025
SELL
$93.15 - $96.56 $22,821 - $23,657
-245 Reduced 0.15%
167,765 $16.1 Million
Q2 2025

Aug 14, 2025
BUY
$93.15 - $96.56 $8.3 Million - $8.61 Million
89,128 Added 112.99%
168,010 $16.1 Million
Q1 2025

May 30, 2025
BUY
$91.17 - $95.39 $4,558 - $4,769
50 Added 0.06%
78,882 $7.52 Million
Q1 2025

May 15, 2025
BUY
$91.17 - $95.39 $835,026 - $873,677
9,159 Added 13.15%
78,832 $7.52 Billion
Q4 2024

May 30, 2025
SELL
$92.08 - $98.18 $1.07 Million - $1.14 Million
-11,661 Reduced 14.79%
67,171 $6.21 Million
Q4 2024

May 29, 2025
SELL
$92.08 - $98.18 $1.07 Million - $1.14 Million
-11,661 Reduced 14.79%
67,171 $6.21 Million
Q4 2024

Feb 11, 2025
BUY
$92.08 - $98.18 $1.82 Million - $1.94 Million
19,727 Added 39.5%
69,673 $6.49 Billion
Q3 2024

May 30, 2025
SELL
$92.67 - $99.14 $2.67 Million - $2.85 Million
-28,776 Reduced 36.5%
50,056 $4.91 Million
Q3 2024

May 29, 2025
SELL
$92.67 - $99.14 $2.67 Million - $2.85 Million
-28,776 Reduced 36.5%
50,056 $4.91 Million
Q3 2024

Nov 05, 2024
BUY
$92.67 - $99.14 $679,827 - $727,291
7,336 Added 17.22%
49,946 $4.9 Billion
Q2 2024

May 29, 2025
SELL
$91.24 - $94.6 $3.3 Million - $3.43 Million
-36,223 Reduced 45.95%
42,609 $3.99 Million
Q2 2024

Aug 07, 2024
SELL
$91.24 - $94.6 $35,492 - $36,799
-389 Reduced 0.9%
42,610 $3.99 Billion
Q1 2024

May 28, 2025
SELL
$93.54 - $96.82 $3.15 Million - $3.27 Million
-33,726 Reduced 42.78%
45,106 $4.27 Billion
Q1 2024

May 13, 2024
BUY
$93.54 - $96.82 $76,983 - $79,682
823 Added 1.95%
42,999 $3.98 Billion
Q4 2023

May 28, 2025
SELL
$88.95 - $97.0 $3.3 Million - $3.6 Million
-37,151 Reduced 47.13%
41,681 $4.02 Billion
Q4 2023

Feb 14, 2024
BUY
$88.95 - $97.0 $3.75 Million - $4.09 Million
42,176 New
42,176 $4.07 Billion

Others Institutions Holding IEF

# of Institutions
1,192
Shares Held
343M
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
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