A detailed history of 1620 Investment Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 35,519 shares of IEF stock, worth $3.26 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
35,519
Previous 35,275 0.69%
Holding current value
$3.26 Million
Previous $3.3 Million 5.51%
% of portfolio
2.8%
Previous 2.72%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track 1620 Investment Advisors, Inc. Portfolio

Follow 1620 Investment Advisors, Inc. 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 1620 Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 1620 Investment Advisors, Inc. with notifications on news.