Arkadios Wealth Advisors Ishares Barclays Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Barclays stock. As of the latest transaction made, Arkadios Wealth Advisors holds 11,433 shares of IEF stock, worth $1.06 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,433

Previous 9,049 26.35%

Holding current value

$1.06 Million

Previous $887,000 19.05%

% of portfolio

0.06%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$92.08 - $98.18 $219,518 - $234,061	2,384 Added 26.35%	11,433 $1.06 Million
Q3 2024 Oct 24, 2024	SELL	$92.67 - $99.14 $171,068 - $183,012	-1,846 Reduced 16.94%	9,049 $887,000
Q2 2024 Jul 29, 2024	BUY	$91.24 - $94.6 $773,441 - $801,924	8,477 Added 350.58%	10,895 $1.02 Million
Q1 2024 Apr 30, 2024	SELL	$93.54 - $96.82 $12,347 - $12,780	-132 Reduced 5.18%	2,418 $228,000
Q4 2023 Jan 24, 2024	SELL	$88.95 - $97.0 $771,641 - $841,475	-8,675 Reduced 77.28%	2,550 $245,000
Q3 2023 Oct 13, 2023	BUY	$91.32 - $97.13 $793,753 - $844,253	8,692 Added 343.15%	11,225 $1.03 Million
Q2 2023 Jul 26, 2023	SELL	$96.39 - $100.48 $15,615 - $16,277	-162 Reduced 6.01%	2,533 $244,000
Q1 2023 May 02, 2023	BUY	$94.41 - $100.02 $254,434 - $269,553	2,695 New	2,695 $267,000
Q4 2021 Feb 03, 2022	SELL	$113.55 - $116.36 $54,617 - $55,969	-481 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$114.96 - $118.18 $58,399 - $60,035	-508 Reduced 51.37%	481 $55,000
Q2 2021 Jul 28, 2021	BUY	$113.04 - $115.78 $57,989 - $59,395	513 Added 107.77%	989 $114,000
Q1 2021 Apr 26, 2021	BUY	$112.93 - $119.98 $43,816 - $46,552	388 Added 440.91%	476 $53,000
Q4 2020 Feb 09, 2021	BUY	$119.27 - $121.81 $10,495 - $10,719	88 New	88 $10,000

Others Institutions Holding IEF

# of Institutions

1,059

Shares Held

281M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Arkadios Wealth Advisors Ishares Barclays Transaction History