1620 Investment Advisors, Inc. Ishares Barclays Transaction History

1620 Investment Advisors, Inc.

$126 Million
Q4 2024

A detailed history of 1620 Investment Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 31,494 shares of IEF stock, worth $2.98 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

31,494

Previous 35,519 11.33%

Holding current value

$2.98 Million

Previous $3.49 Million 16.47%

% of portfolio

2.3%

Previous 2.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$92.08 - $98.18 $370,622 - $395,174	-4,025 Reduced 11.33%	31,494 $2.91 Million
Q3 2024 Oct 25, 2024	BUY	$92.67 - $99.14 $22,611 - $24,190	244 Added 0.69%	35,519 $3.49 Million
Q2 2024 Jul 23, 2024	BUY	$91.24 - $94.6 $56,021 - $58,084	614 Added 1.77%	35,275 $3.3 Million
Q1 2024 May 13, 2024	BUY	$93.54 - $96.82 $101,771 - $105,340	1,088 Added 3.24%	34,661 $3.28 Million
Q4 2023 Feb 09, 2024	BUY	$88.95 - $97.0 $86,726 - $94,575	975 Added 2.99%	33,573 $3.24 Million
Q3 2023 Nov 09, 2023	BUY	$91.32 - $97.13 $28,126 - $29,916	308 Added 0.95%	32,598 $2.99 Million
Q2 2023 Aug 14, 2023	SELL	$96.39 - $100.48 $22,844 - $23,813	-237 Reduced 0.73%	32,290 $3.12 Million
Q1 2023 May 10, 2023	BUY	$94.41 - $100.02 $620,273 - $657,131	6,570 Added 25.31%	32,527 $3.22 Million
Q4 2022 Feb 13, 2023	SELL	$92.93 - $99.14 $314,289 - $335,291	-3,382 Reduced 11.53%	25,957 $2.49 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $176,921 - $197,577	1,871 Added 6.81%	29,339 $2.82 Million
Q2 2022 Aug 09, 2022	BUY	$98.15 - $106.65 $942,338 - $1.02 Million	9,601 Added 53.74%	27,468 $2.81 Million
Q4 2021 May 16, 2022	BUY	$113.55 - $116.36 $2.03 Million - $2.08 Million	17,867 New	17,867 $2.06 Million

Others Institutions Holding IEF

# of Institutions

1,099

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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1620 Investment Advisors, Inc. Ishares Barclays Transaction History