Opal Wealth Advisors, LLC Ishares Barclays Transaction History

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 5,080 shares of IEF stock, worth $476,758. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,080
Previous 8,892 42.87%
Holding current value
$476,758
Previous $822,000 41.12%
% of portfolio
0.15%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$91.17 - $95.39 $347,540 - $363,626
-3,812 Reduced 42.87%
5,080 $484,000
Q4 2024

Jan 28, 2025
SELL
$92.08 - $98.18 $556,991 - $593,890
-6,049 Reduced 40.49%
8,892 $822,000
Q3 2024

Oct 15, 2024
BUY
$92.67 - $99.14 $1.14 Million - $1.22 Million
12,280 Added 461.48%
14,941 $1.47 Million
Q2 2024

Jul 12, 2024
BUY
$91.24 - $94.6 $242,789 - $251,730
2,661 New
2,661 $249,000

Others Institutions Holding IEF

# of Institutions
1,138
Shares Held
306M
Call Options Held
13M
Put Options Held
7.14M
View Full List

About ISHARES BARCLAYS

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