Financial Advocates Investment Management Ishares Barclays Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Barclays stock. As of the latest transaction made, Financial Advocates Investment Management holds 13,091 shares of IEF stock, worth $1.22 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

13,091

Previous 10,005 30.84%

Holding current value

$1.22 Million

Previous $981,000 23.34%

% of portfolio

0.07%

Previous 0.06%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$92.08 - $98.18 $284,158 - $302,983	3,086 Added 30.84%	13,091 $1.21 Million
Q3 2024 Oct 25, 2024	SELL	$92.67 - $99.14 $335,650 - $359,085	-3,622 Reduced 26.58%	10,005 $981,000
Q2 2024 Jul 26, 2024	BUY	$91.24 - $94.6 $420,890 - $436,389	4,613 Added 51.18%	13,627 $1.28 Million
Q1 2024 May 01, 2024	SELL	$93.54 - $96.82 $6.3 Million - $6.52 Million	-67,386 Reduced 88.2%	9,014 $853,000
Q4 2023 Feb 08, 2024	BUY	$88.95 - $97.0 $6.48 Million - $7.06 Million	72,804 Added 2024.58%	76,400 $7.36 Million
Q3 2023 Oct 27, 2023	BUY	$91.32 - $97.13 $66,207 - $70,419	725 Added 25.25%	3,596 $329,000
Q2 2023 Aug 07, 2023	SELL	$96.39 - $100.48 $315,677 - $329,072	-3,275 Reduced 53.29%	2,871 $277,000
Q1 2023 May 11, 2023	BUY	$94.41 - $100.02 $18,315 - $19,403	194 Added 3.26%	6,146 $609,000
Q4 2022 Feb 14, 2023	BUY	$92.93 - $99.14 $124,526 - $132,847	1,340 Added 29.05%	5,952 $570,000
Q3 2022 Nov 14, 2022	SELL	$94.56 - $105.6 $550,812 - $615,120	-5,825 Reduced 55.81%	4,612 $448,000
Q2 2022 Aug 12, 2022	SELL	$98.15 - $106.65 $117,092 - $127,233	-1,193 Reduced 10.26%	10,437 $1.07 Million
Q1 2022 May 11, 2022	BUY	$106.08 - $113.93 $421,880 - $453,099	3,977 Added 51.97%	11,630 $1.25 Million
Q4 2021 Feb 14, 2022	BUY	$113.55 - $116.36 $385,161 - $394,693	3,392 Added 79.61%	7,653 $803,000
Q3 2021 Nov 04, 2021	BUY	$114.96 - $118.18 $115,994 - $119,243	1,009 Added 31.03%	4,261 $489,000
Q2 2021 Aug 03, 2021	SELL	$113.04 - $115.78 $458,264 - $469,372	-4,054 Reduced 55.49%	3,252 $363,000
Q1 2021 May 10, 2021	BUY	$112.93 - $119.98 $69,677 - $74,027	617 Added 9.22%	7,306 $825,000
Q4 2020 Feb 12, 2021	SELL	$119.27 - $121.81 $573,807 - $586,027	-4,811 Reduced 41.83%	6,689 $801,000
Q3 2020 Nov 04, 2020	SELL	$121.18 - $123.06 $2.58 Million - $2.62 Million	-21,328 Reduced 64.97%	11,500 $1.4 Million
Q2 2020 Aug 14, 2020	BUY	$119.77 - $122.41 $1.48 Million - $1.51 Million	12,346 Added 60.28%	32,828 $3.5 Million
Q1 2020 Apr 29, 2020	SELL	$110.73 - $121.48 $244,381 - $268,106	-2,207 Reduced 9.73%	20,482 $2.49 Million
Q4 2019 Feb 13, 2020	SELL	$110.18 - $113.81 $948,539 - $979,790	-8,609 Reduced 27.51%	22,689 $2.5 Million
Q3 2019 Nov 13, 2019	BUY	$108.93 - $114.25 $1.25 Million - $1.32 Million	11,512 Added 58.18%	31,298 $3.52 Million
Q2 2019 Aug 08, 2019	SELL	$105.05 - $110.09 $120,387 - $126,163	-1,146 Reduced 5.47%	19,786 $2.18 Million
Q1 2019 May 16, 2019	BUY	$103.43 - $106.84 $1.48 Million - $1.53 Million	14,335 Added 217.3%	20,932 $2.23 Million
Q4 2018 May 09, 2019	BUY	$99.72 - $104.2 $286,495 - $299,366	2,873 Added 77.15%	6,597 $687,000
Q4 2018 Mar 04, 2019	SELL	$99.72 - $104.2 $286,495 - $299,366	-2,873 Reduced 43.55%	3,724 $388,000
Q4 2018 Feb 14, 2019	SELL	$99.72 - $104.2 $101,913 - $106,492	-1,022 Reduced 13.41%	6,597 $687,000
Q3 2018 Nov 14, 2018	SELL	$100.79 - $102.89 $275,862 - $281,609	-2,737 Reduced 26.43%	7,619 $0
Q2 2018 Aug 09, 2018	BUY	$100.36 - $103.12 $58,409 - $60,015	582 Added 5.95%	10,356 $1.06 Million
Q1 2018 May 11, 2018	BUY	$101.6 - $105.33 $282,854 - $293,238	2,784 Added 39.83%	9,774 $1.01 Million
Q4 2017 Feb 15, 2018	BUY	$105.0 - $106.86 $733,950 - $746,951	6,990	6,990 $738,000

Others Institutions Holding IEF

# of Institutions

1,067

Shares Held

279M

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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Ishares Barclays Transaction History