Welch & Forbes LLC Ishares Barclays Transaction History

Welch & Forbes LLC

  • $8.21 Billion
  • Q3 2025

A detailed history of Welch & Forbes LLC transactions in Ishares Barclays stock. As of the latest transaction made, Welch & Forbes LLC holds 2,565 shares of IEF stock, worth $247,368. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,565
Previous 2,565 -0.0%
Holding current value
$247,368
Previous $245,000 0.82%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$93.15 - $96.56 $55,610 - $57,646
-597 Reduced 18.88%
2,565 $245,000
Q3 2024

Nov 04, 2024
BUY
$92.67 - $99.14 $293,022 - $313,480
3,162 New
3,162 $310,000
Q1 2022

Apr 25, 2022
SELL
$106.08 - $113.93 $248,015 - $266,368
-2,338 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$113.55 - $116.36 $265,479 - $272,049
2,338 New
2,338 $270,000

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

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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