Arkadios Wealth Advisors Ishares Barclays Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Barclays stock. As of the latest transaction made, Arkadios Wealth Advisors holds 9,049 shares of IEF stock, worth $847,257. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,049

Previous 10,895 16.94%

Holding current value

$847,257

Previous $1.02 Million 13.04%

% of portfolio

0.05%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$92.67 - $99.14 $171,068 - $183,012	-1,846 Reduced 16.94%	9,049 $887,000
Q2 2024 Jul 29, 2024	BUY	$91.24 - $94.6 $773,441 - $801,924	8,477 Added 350.58%	10,895 $1.02 Million
Q1 2024 Apr 30, 2024	SELL	$93.54 - $96.82 $12,347 - $12,780	-132 Reduced 5.18%	2,418 $228,000
Q4 2023 Jan 24, 2024	SELL	$88.95 - $97.0 $771,641 - $841,475	-8,675 Reduced 77.28%	2,550 $245,000
Q3 2023 Oct 13, 2023	BUY	$91.32 - $97.13 $793,753 - $844,253	8,692 Added 343.15%	11,225 $1.03 Million
Q2 2023 Jul 26, 2023	SELL	$96.39 - $100.48 $15,615 - $16,277	-162 Reduced 6.01%	2,533 $244,000
Q1 2023 May 02, 2023	BUY	$94.41 - $100.02 $254,434 - $269,553	2,695 New	2,695 $267,000
Q4 2021 Feb 03, 2022	SELL	$113.55 - $116.36 $54,617 - $55,969	-481 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$114.96 - $118.18 $58,399 - $60,035	-508 Reduced 51.37%	481 $55,000
Q2 2021 Jul 28, 2021	BUY	$113.04 - $115.78 $57,989 - $59,395	513 Added 107.77%	989 $114,000
Q1 2021 Apr 26, 2021	BUY	$112.93 - $119.98 $43,816 - $46,552	388 Added 440.91%	476 $53,000
Q4 2020 Feb 09, 2021	BUY	$119.27 - $121.81 $10,495 - $10,719	88 New	88 $10,000

Others Institutions Holding IEF

# of Institutions

1,051

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Ishares Barclays Transaction History