Roundview Capital LLC Ishares Barclays Transaction History

Roundview Capital LLC

$1.54 Billion
Q3 2025

A detailed history of Roundview Capital LLC transactions in Ishares Barclays stock. As of the latest transaction made, Roundview Capital LLC holds 10,102 shares of IEF stock, worth $974,236. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,102

Previous 10,182 0.79%

Holding current value

$974,236

Previous $975,000 0.1%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$93.91 - $97.26 $7,512 - $7,780	-80 Reduced 0.79%	10,102 $974,000
Q2 2025 Jul 23, 2025	BUY	$93.15 - $96.56 $14,531 - $15,063	156 Added 1.56%	10,182 $975,000
Q1 2025 May 06, 2025	SELL	$91.17 - $95.39 $60,172 - $62,957	-660 Reduced 6.18%	10,026 $956,000
Q4 2024 Feb 12, 2025	BUY	$92.08 - $98.18 $644 - $687	7 Added 0.07%	10,686 $987,000
Q3 2024 Nov 14, 2024	BUY	$92.67 - $99.14 $19,553 - $20,918	211 Added 2.02%	10,679 $1.05 Million

Q2 2024 Aug 09, 2024	BUY	$91.24 - $94.6 $69,433 - $71,990	761 Added 7.84%	10,468 $980,000
Q1 2024 May 06, 2024	BUY	$93.54 - $96.82 $25,255 - $26,141	270 Added 2.86%	9,707 $918,000
Q4 2023 Feb 12, 2024	BUY	$88.95 - $97.0 $35,491 - $38,703	399 Added 4.41%	9,437 $909,000
Q3 2023 Nov 13, 2023	BUY	$91.32 - $97.13 $825,350 - $877,860	9,038 New	9,038 $827,000

Others Institutions Holding IEF

# of Institutions

1,179

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Roundview Capital LLC Ishares Barclays Transaction History