Opal Wealth Advisors, LLC Ishares Barclays Transaction History

Opal Wealth Advisors, LLC

  • $348 Million
  • Q2 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 4,330 shares of IEF stock, worth $410,224. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,330
Previous 5,080 14.76%
Holding current value
$410,224
Previous $484,000 14.46%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Jul 14, 2025
SELL
$93.15 - $96.56 $69,862 - $72,420
-750 Reduced 14.76%
4,330 $414,000
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
1,137
Shares Held
306M
Call Options Held
13M
Put Options Held
4.14M
View Full List

About ISHARES BARCLAYS

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