Heritage Oak Wealth Advisors LLC Ishares Barclays Transaction History

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Barclays stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 144,370 shares of IEF stock, worth $13.8 Million. This represents 6.05% of its overall portfolio holdings.

Number of Shares
144,370
Holding current value
$13.8 Million
% of portfolio
6.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$91.17 - $95.39 $13.2 Million - $13.8 Million
144,370 New
144,370 $13.8 Billion
Q2 2024

Aug 28, 2024
BUY
$91.24 - $94.6 $746,981 - $774,490
8,187 New
8,187 $767 Million

Others Institutions Holding IEF

# of Institutions
1,114
Shares Held
284M
Call Options Held
14.3M
Put Options Held
8.91M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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