Heritage Oak Wealth Advisors LLC Ishares Barclays Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 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 4,467 shares of IEF stock, worth $430,797. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,467
Previous 5,306 15.81%
Holding current value
$430,797
Previous $508 Million 15.21%
% of portfolio
0.16%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$93.91 - $97.26 $78,790 - $81,601
-839 Reduced 15.81%
4,467 $431 Million
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
1,181
Shares Held
341M
Call Options Held
16.7M
Put Options Held
15.9M
View Full List

About ISHARES BARCLAYS

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