Optimum Investment Advisors Ishares Barclays Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

A detailed history of Optimum Investment Advisors transactions in Ishares Barclays stock. As of the latest transaction made, Optimum Investment Advisors holds 2,450 shares of IEF stock, worth $229,393. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,450

Previous 2,450 -0.0%

Holding current value

$229,393

Previous $229,000 4.8%

% of portfolio

0.11%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	SELL	$88.95 - $97.0 $133,425 - $145,500	-1,500 Reduced 37.97%	2,450 $236,000
Q2 2023 Aug 03, 2023	BUY	$96.39 - $100.48 $28,917 - $30,144	300 Added 8.22%	3,950 $381,000
Q2 2022 Jul 12, 2022	BUY	$98.15 - $106.65 $147,225 - $159,975	1,500 Added 69.77%	3,650 $373,000
Q3 2021 Oct 22, 2021	SELL	$114.96 - $118.18 $15,289 - $15,717	-133 Reduced 5.83%	2,150 $248,000
Q2 2020 Jul 16, 2020	BUY	$119.77 - $122.41 $89,827 - $91,807	750 Added 48.92%	2,283 $278,000
Q2 2019 Jul 29, 2019	SELL	$105.05 - $110.09 $105,050 - $110,090	-1,000 Reduced 39.48%	1,533 $169,000
Q2 2018 Oct 05, 2018	SELL	$100.36 - $103.12 $10,437 - $10,724	-104 Reduced 3.94%	2,533 $260,000
Q1 2018 May 09, 2018	SELL	$101.6 - $105.33 $50,800 - $52,665	-500 Reduced 15.94%	2,637 $272,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,137	3,137 $334,000

Others Institutions Holding IEF

# of Institutions

1,051

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Optimum Investment Advisors Ishares Barclays Transaction History