Guardian Wealth Advisors, LLC Ishares Barclays Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 104 shares of IEF stock, worth $9,825. This represents 0.0% of its overall portfolio holdings.

Number of Shares

104

Previous 177 41.24%

Holding current value

$9,825

Previous $17,000 47.06%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$92.08 - $98.18 $6,721 - $7,167	-73 Reduced 41.24%	104 $9,000
Q3 2024 Nov 14, 2024	SELL	$92.67 - $99.14 $23,074 - $24,685	-249 Reduced 58.45%	177 $17,000
Q2 2024 Aug 14, 2024	SELL	$91.24 - $94.6 $28,193 - $29,231	-309 Reduced 42.04%	426 $39,000
Q1 2024 May 15, 2024	SELL	$93.54 - $96.82 $123,379 - $127,705	-1,319 Reduced 64.22%	735 $69,000
Q4 2023 Feb 14, 2024	BUY	$88.95 - $97.0 $78,898 - $86,039	887 Added 76.01%	2,054 $197,000
Q3 2023 Nov 14, 2023	BUY	$91.32 - $97.13 $64,654 - $68,768	708 Added 154.25%	1,167 $106,000
Q2 2023 Aug 14, 2023	SELL	$96.39 - $100.48 $109,499 - $114,145	-1,136 Reduced 71.22%	459 $44,000
Q1 2023 May 15, 2023	BUY	$94.41 - $100.02 $150,583 - $159,531	1,595 New	1,595 $158,000
Q4 2021 May 16, 2022	BUY	$113.55 - $116.36 $5,791 - $5,934	51 New	51 $6,000

Others Institutions Holding IEF

# of Institutions

1,100

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Guardian Wealth Advisors, LLC Ishares Barclays Transaction History