Financial Advocates Investment Management Ishares Barclays Transaction History

Financial Advocates Investment Management

$1.59 Billion
Q2 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 13,627 shares of IEF stock, worth $1.34 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,627

Previous 9,014 51.18%

Holding current value

$1.34 Million

Previous $853,000 49.59%

% of portfolio

0.08%

Previous 0.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,001

Shares Held

238M

Call Options Held

17.4M

Put Options Held

14.1M

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About ISHARES BARCLAYS

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Financial Advocates Investment Management Ishares Barclays Transaction History