A detailed history of Sky Oak Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 84,368 shares of IEF stock, worth $7.78 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
84,368
Previous 77,646 8.66%
Holding current value
$7.78 Million
Previous $7.27 Million 13.85%
% of portfolio
1.86%
Previous 1.7%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$92.67 - $99.14 $622,927 - $666,419
6,722 Added 8.66%
84,368 $8.28 Million
Q2 2024

Aug 12, 2024

BUY
$91.24 - $94.6 $217,881 - $225,904
2,388 Added 3.17%
77,646 $7.27 Million
Q1 2024

Apr 29, 2024

BUY
$93.54 - $96.82 $1.04 Million - $1.07 Million
11,065 Added 17.24%
75,258 $7.12 Million
Q4 2023

Jan 12, 2024

BUY
$88.95 - $97.0 $5.44 Million - $5.93 Million
61,183 Added 2032.66%
64,193 $6.19 Million
Q2 2023

Jul 20, 2023

SELL
$96.39 - $100.48 $4.12 Million - $4.29 Million
-42,696 Reduced 93.41%
3,010 $290,000
Q1 2023

May 02, 2023

BUY
$94.41 - $100.02 $754,996 - $799,859
7,997 Added 21.21%
45,706 $4.53 Million
Q4 2022

Jan 26, 2023

BUY
$92.93 - $99.14 $834,046 - $889,781
8,975 Added 31.23%
37,709 $0
Q3 2022

Oct 25, 2022

BUY
$94.56 - $105.6 $2.72 Million - $3.03 Million
28,734 New
28,734 $2.76 Million
Q1 2022

Apr 18, 2022

SELL
$106.08 - $113.93 $2.58 Million - $2.77 Million
-24,327 Closed
0 $0
Q4 2021

Jan 24, 2022

BUY
$113.55 - $116.36 $431,376 - $442,051
3,799 Added 18.51%
24,327 $2.8 Million
Q3 2021

Oct 21, 2021

BUY
$114.96 - $118.18 $17,129 - $17,608
149 Added 0.73%
20,528 $2.37 Million
Q2 2021

Jul 19, 2021

BUY
$113.04 - $115.78 $401,970 - $411,713
3,556 Added 21.14%
20,379 $2.35 Million
Q1 2021

Apr 29, 2021

BUY
$112.93 - $119.98 $233,765 - $248,358
2,070 Added 14.03%
16,823 $1.92 Million
Q4 2020

Feb 02, 2021

BUY
$119.27 - $121.81 $333,478 - $340,580
2,796 Added 23.38%
14,753 $1.77 Million
Q3 2020

Nov 03, 2020

BUY
$121.18 - $123.06 $725,747 - $737,006
5,989 Added 100.35%
11,957 $1.46 Million
Q2 2020

Aug 10, 2020

BUY
$119.77 - $122.41 $714,787 - $730,542
5,968 New
5,968 $727,000

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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