Heritage Oak Wealth Advisors LLC Ishares Barclays Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Barclays stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 5,306 shares of IEF stock, worth $511,392. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,306
Previous 144,370 96.32%
Holding current value
$511,392
Previous $13.8 Billion 96.31%
% of portfolio
0.2%
Previous 6.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$93.15 - $96.56 $13 Million - $13.4 Million
-139,064 Reduced 96.32%
5,306 $508 Million
Q1 2025

Apr 28, 2025
BUY
$91.17 - $95.39 $13.2 Million - $13.8 Million
144,370 New
144,370 $13.8 Billion
Q2 2024

Aug 28, 2024
BUY
$91.24 - $94.6 $746,981 - $774,490
8,187 New
8,187 $767 Million

Others Institutions Holding IEF

# of Institutions
1,176
Shares Held
306M
Call Options Held
21.8M
Put Options Held
4.72M
View Full List

About ISHARES BARCLAYS

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