Adviser Investments LLC Ishares Barclays Transaction History

Adviser Investments LLC

$7.54 Billion
Q2 2024

A detailed history of Adviser Investments LLC transactions in Ishares Barclays stock. As of the latest transaction made, Adviser Investments LLC holds 119,017 shares of IEF stock, worth $11.7 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

119,017

Holding current value

$11.7 Million

% of portfolio

0.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$91.24 - $94.6 $10.9 Million - $11.3 Million	119,017 New	119,017 $11.1 Million
Q1 2023 Apr 25, 2023	BUY	$94.41 - $100.02 $2.01 Million - $2.13 Million	21,307 New	21,307 $2.11 Million
Q3 2022 Oct 14, 2022	BUY	$94.56 - $105.6 $15,318 - $17,107	162 Added 6.07%	2,832 $272,000
Q2 2022 Jul 14, 2022	SELL	$98.15 - $106.65 $40,143 - $43,619	-409 Reduced 13.28%	2,670 $273,000
Q1 2022 May 04, 2022	BUY	$106.08 - $113.93 $77,120 - $82,827	727 Added 30.91%	3,079 $331,000
Q4 2020 Jan 26, 2021	SELL	$119.27 - $121.81 $26,120 - $26,676	-219 Reduced 8.52%	2,352 $282,000
Q3 2020 Nov 13, 2020	BUY	$121.18 - $123.06 $16,359 - $16,613	135 Added 5.54%	2,571 $313,000
Q2 2020 Aug 03, 2020	SELL	$119.77 - $122.41 $65,274 - $66,713	-545 Reduced 18.28%	2,436 $297,000
Q1 2020 Apr 08, 2020	BUY	$110.73 - $121.48 $69,427 - $76,167	627 Added 26.64%	2,981 $362,000
Q3 2019 Nov 13, 2019	SELL	$108.93 - $114.25 $1.23 Million - $1.29 Million	-11,324 Reduced 82.79%	2,354 $265,000
Q2 2019 Aug 12, 2019	SELL	$105.05 - $110.09 $541,952 - $567,954	-5,159 Reduced 27.39%	13,678 $1.51 Million
Q1 2019 May 07, 2019	SELL	$103.43 - $106.84 $3.23 Million - $3.34 Million	-31,251 Reduced 62.39%	18,837 $2.01 Million
Q4 2018 Jan 25, 2019	BUY	$99.72 - $104.2 $1.33 Million - $1.39 Million	13,300 Added 36.15%	50,088 $5.22 Million
Q3 2018 Nov 14, 2018	BUY	$100.79 - $102.89 $3.71 Million - $3.79 Million	36,788 New	36,788 $3.72 Million

Others Institutions Holding IEF

# of Institutions

1,001

Shares Held

238M

Call Options Held

17.4M

Put Options Held

14.1M

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About ISHARES BARCLAYS

Ticker IEF
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Adviser Investments LLC Ishares Barclays Transaction History