Sovereign Financial Group, Inc. Ishares Barclays Transaction History

Sovereign Financial Group, Inc.

$514 Million
Q3 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 3,288 shares of IEF stock, worth $317,094. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,288

Previous 2,959 11.12%

Holding current value

$317,094

Previous $283,000 12.01%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$93.91 - $97.26 $30,896 - $31,998	329 Added 11.12%	3,288 $317,000
Q2 2025 Jul 25, 2025	BUY	$93.15 - $96.56 $2,794 - $2,896	30 Added 1.02%	2,959 $283,000
Q1 2025 Apr 11, 2025	SELL	$91.17 - $95.39 $5,105 - $5,341	-56 Reduced 1.88%	2,929 $278,000
Q4 2024 Jan 14, 2025	SELL	$92.08 - $98.18 $115,468 - $123,117	-1,254 Reduced 29.58%	2,985 $275,000
Q3 2024 Oct 08, 2024	BUY	$92.67 - $99.14 $104,717 - $112,028	1,130 Added 36.35%	4,239 $415,000

Q2 2024 Jul 15, 2024	BUY	$91.24 - $94.6 $4,653 - $4,824	51 Added 1.67%	3,109 $291,000
Q1 2024 Apr 15, 2024	SELL	$93.54 - $96.82 $23,385 - $24,205	-250 Reduced 7.56%	3,058 $289,000
Q4 2023 Feb 06, 2024	SELL	$88.95 - $97.0 $444 - $485	-5 Reduced 0.15%	3,308 $318,000
Q3 2023 Nov 03, 2023	BUY	$91.32 - $97.13 $81,092 - $86,251	888 Added 36.62%	3,313 $303,000
Q2 2023 Jul 31, 2023	BUY	$96.39 - $100.48 $233,745 - $243,664	2,425 New	2,425 $234,000

Others Institutions Holding IEF

# of Institutions

1,178

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

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About ISHARES BARCLAYS

Ticker IEF
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Sovereign Financial Group, Inc. Ishares Barclays Transaction History