Warren Averett Asset Management, LLC Ishares Barclays Transaction History

Warren Averett Asset Management, LLC

$9.72 Billion
Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 126,980 shares of IEF stock, worth $12.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

126,980

Previous 118,258 7.38%

Holding current value

$12.2 Million

Previous $11.3 Million 8.15%

% of portfolio

0.13%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$93.91 - $97.26 $819,083 - $848,301	8,722 Added 7.38%	126,980 $12.2 Million
Q2 2025 Aug 14, 2025	BUY	$93.15 - $96.56 $409,394 - $424,381	4,395 Added 3.86%	118,258 $11.3 Million
Q1 2025 May 15, 2025	SELL	$91.17 - $95.39 $13,128 - $13,736	-144 Reduced 0.13%	113,863 $10.9 Million
Q4 2024 Feb 14, 2025	BUY	$92.08 - $98.18 $8.99 Million - $9.59 Million	97,640 Added 596.57%	114,007 $10.5 Million
Q3 2024 Nov 14, 2024	BUY	$92.67 - $99.14 $16,587 - $17,746	179 Added 1.11%	16,367 $1.61 Million

Q2 2024 Aug 14, 2024	BUY	$91.24 - $94.6 $980,100 - $1.02 Million	10,742 Added 197.25%	16,188 $1.52 Million
Q1 2024 May 15, 2024	BUY	$93.54 - $96.82 $509,418 - $527,281	5,446 New	5,446 $515,000

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

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Warren Averett Asset Management, LLC Ishares Barclays Transaction History