Optimum Investment Advisors Ishares Barclays Transaction History

Optimum Investment Advisors

  • $244 Million
  • Q3 2025

A detailed history of Optimum Investment Advisors transactions in Ishares Barclays stock. As of the latest transaction made, Optimum Investment Advisors holds 2,150 shares of IEF stock, worth $207,346. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,150
Previous 2,450 12.24%
Holding current value
$207,346
Previous $234,000 11.54%
% of portfolio
0.08%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$93.91 - $97.26 $28,173 - $29,178
-300 Reduced 12.24%
2,150 $207,000
Q4 2023

Jan 08, 2024
SELL
$88.95 - $97.0 $133,425 - $145,500
-1,500 Reduced 37.97%
2,450 $236,000
Q2 2023

Aug 03, 2023
BUY
$96.39 - $100.48 $28,917 - $30,144
300 Added 8.22%
3,950 $381,000
Q2 2022

Jul 12, 2022
BUY
$98.15 - $106.65 $147,225 - $159,975
1,500 Added 69.77%
3,650 $373,000
Q3 2021

Oct 22, 2021
SELL
$114.96 - $118.18 $15,289 - $15,717
-133 Reduced 5.83%
2,150 $248,000
Q2 2020

Jul 16, 2020
BUY
$119.77 - $122.41 $89,827 - $91,807
750 Added 48.92%
2,283 $278,000
Q2 2019

Jul 29, 2019
SELL
$105.05 - $110.09 $105,050 - $110,090
-1,000 Reduced 39.48%
1,533 $169,000
Q2 2018

Oct 05, 2018
SELL
$100.36 - $103.12 $10,437 - $10,724
-104 Reduced 3.94%
2,533 $260,000
Q1 2018

May 09, 2018
SELL
$101.6 - $105.33 $50,800 - $52,665
-500 Reduced 15.94%
2,637 $272,000
Q2 2017

Aug 14, 2017
BUY
N/A
3,137
3,137 $334,000

Others Institutions Holding IEF

# of Institutions
1,190
Shares Held
343M
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
Track This Portfolio

Track Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email