Acorn Wealth Advisors, LLC Ishares Barclays Transaction History

Acorn Wealth Advisors, LLC

  • $220 Million
  • Q3 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 4,749 shares of IEF stock, worth $437,287. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,749
Previous 2,785 70.52%
Holding current value
$437,287
Previous $260,000 78.85%
% of portfolio
0.21%
Previous 0.13%

Shares

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

Nov 13, 2024
BUY
$92.67 - $99.14 $182,003 - $194,710
1,964 Added 70.52%
4,749 $465,000
Q2 2024

Jul 30, 2024
SELL
$91.24 - $94.6 $25,364 - $26,298
-278 Reduced 9.08%
2,785 $260,000
Q1 2024

Apr 26, 2024
BUY
$93.54 - $96.82 $1,496 - $1,549
16 Added 0.53%
3,063 $289,000
Q4 2023

Feb 07, 2024
BUY
$88.95 - $97.0 $271,030 - $295,559
3,047 New
3,047 $293,000
Q2 2018

Aug 10, 2018
SELL
$100.36 - $103.12 $4,014 - $4,124
-40 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
$105.0 - $106.86 $4,200 - $4,274
40
40 $4,000

Others Institutions Holding IEF

# of Institutions
1,055
Shares Held
280M
Call Options Held
13.2M
Put Options Held
13.9M
View Full List

About ISHARES BARCLAYS

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