Atlas Private Wealth Advisors Ishares Barclays Transaction History

Atlas Private Wealth Advisors

$691 Million
Q1 2025

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Barclays stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 175,015 shares of IEF stock, worth $16.5 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares

175,015

Previous 397,633 55.99%

Holding current value

$16.5 Million

Previous $36.8 Million 54.6%

% of portfolio

2.42%

Previous 5.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$91.17 - $95.39 $20.3 Million - $21.2 Million	-222,618 Reduced 55.99%	175,015 $16.7 Million
Q4 2024 Jan 21, 2025	BUY	$92.08 - $98.18 $627,893 - $669,489	6,819 Added 1.74%	397,633 $36.8 Million
Q3 2024 Oct 08, 2024	BUY	$92.67 - $99.14 $1.32 Million - $1.41 Million	14,264 Added 3.79%	390,814 $38.3 Million
Q2 2024 Jul 12, 2024	BUY	$91.24 - $94.6 $18.3 Million - $19 Million	200,991 Added 114.49%	376,550 $35.3 Million
Q1 2024 May 03, 2024	BUY	$93.54 - $96.82 $16.4 Million - $17 Million	175,559 New	175,559 $16.6 Million
Q3 2023 Oct 10, 2023	BUY	$91.32 - $97.13 $2.89 Million - $3.07 Million	31,634 Added 113.88%	59,413 $5.44 Million
Q2 2023 Aug 04, 2023	BUY	$96.39 - $100.48 $1.34 Million - $1.4 Million	13,890 Added 100.01%	27,779 $2.68 Million
Q4 2022 Feb 14, 2023	SELL	$92.93 - $99.14 $9,757 - $10,409	-105 Reduced 0.75%	13,889 $1.33 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $281,316 - $314,160	2,975 Added 27.0%	13,994 $1.34 Million
Q2 2022 Aug 15, 2022	BUY	$98.15 - $106.65 $205,035 - $222,791	2,089 Added 23.39%	11,019 $1.13 Million
Q1 2022 Apr 26, 2022	BUY	$106.08 - $113.93 $947,294 - $1.02 Million	8,930 New	8,930 $960,000
Q3 2021 Oct 26, 2021	SELL	$114.96 - $118.18 $0 - $0	0 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$113.04 - $115.78 $0 - $0	0 New	0 $0

Others Institutions Holding IEF

# of Institutions

1,108

Shares Held

281M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Atlas Private Wealth Advisors Ishares Barclays Transaction History