Pasadena Private Wealth, LLC Ishares Barclays Transaction History

Pasadena Private Wealth, LLC

$574 Million
Q3 2025

A detailed history of Pasadena Private Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 7,000 shares of IEF stock, worth $675,080. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,000

Previous 3,131 123.57%

Holding current value

$675,080

Previous $299,000 125.75%

% of portfolio

0.12%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$93.15 - $96.56 $3,353 - $3,476	36 Added 1.16%	3,131 $299,000
Q1 2025 May 08, 2025	BUY	$91.17 - $95.39 $282,171 - $295,232	3,095 New	3,095 $295,000
Q2 2024 Jul 19, 2024	BUY	$91.24 - $94.6 $456 - $473	5 Added 0.2%	2,564 $240,000
Q1 2024 Apr 15, 2024	BUY	$93.54 - $96.82 $12,066 - $12,489	129 Added 5.31%	2,559 $242,000
Q4 2023 Jan 10, 2024	BUY	$88.95 - $97.0 $216,148 - $235,710	2,430 New	2,430 $234,000

Q2 2022 Aug 08, 2022	SELL	$98.15 - $106.65 $1.37 Million - $1.48 Million	-13,914 Closed	0 $0
Q1 2022 Apr 21, 2022	SELL	$106.08 - $113.93 $736,725 - $791,243	-6,945 Reduced 33.29%	13,914 $1.5 Million
Q4 2021 Feb 14, 2022	BUY	$113.55 - $116.36 $2.37 Million - $2.43 Million	20,859 New	20,859 $2.4 Million

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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Pasadena Private Wealth, LLC Ishares Barclays Transaction History