Summit Financial, LLC Ishares Barclays Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Summit Financial, LLC holds 105,061 shares of IEF stock, worth $10.1 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

105,061

Previous 109,823 4.34%

Holding current value

$10.1 Million

Previous $10.5 Million 3.64%

% of portfolio

0.17%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$93.91 - $97.26 $447,199 - $463,152	-4,762 Reduced 4.34%	105,061 $10.1 Million
Q2 2025 Aug 13, 2025	SELL	$93.15 - $96.56 $4.61 Million - $4.77 Million	-49,445 Reduced 31.05%	109,823 $10.5 Million
Q1 2025 May 14, 2025	BUY	$91.17 - $95.39 $6.64 Million - $6.94 Million	72,799 Added 84.19%	159,268 $15.2 Million
Q4 2024 Feb 12, 2025	SELL	$92.08 - $98.18 $786,731 - $838,849	-8,544 Reduced 8.99%	86,469 $7.99 Million
Q3 2024 Nov 12, 2024	BUY	$92.67 - $99.14 $119,822 - $128,188	1,293 Added 1.38%	95,013 $9.32 Million

Q2 2024 Jul 31, 2024	BUY	$91.24 - $94.6 $5.37 Million - $5.57 Million	58,842 Added 168.71%	93,720 $8.78 Million
Q1 2024 Apr 24, 2024	BUY	$93.54 - $96.82 $105,700 - $109,406	1,130 Added 3.35%	34,878 $3.3 Million
Q4 2023 Feb 05, 2024	SELL	$88.95 - $97.0 $121,683 - $132,696	-1,368 Reduced 3.9%	33,748 $3.25 Million
Q3 2023 Nov 07, 2023	BUY	$91.32 - $97.13 $34,884 - $37,103	382 Added 1.1%	35,116 $3.22 Million
Q2 2023 Aug 11, 2023	BUY	$96.39 - $100.48 $3.07 Million - $3.2 Million	31,849 Added 1103.95%	34,734 $3.36 Million
Q1 2023 May 03, 2023	SELL	$94.41 - $100.02 $25,018 - $26,505	-265 Reduced 8.41%	2,885 $285,000
Q4 2022 Feb 07, 2023	SELL	$92.93 - $99.14 $23,604 - $25,181	-254 Reduced 7.46%	3,150 $301,000
Q3 2022 Nov 15, 2022	BUY	$94.56 - $105.6 $321,882 - $359,462	3,404 New	3,404 $327 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

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account

Summit Financial, LLC Ishares Barclays Transaction History