Sky Oak Wealth, LLC Ishares Barclays Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 91,273 shares of IEF stock, worth $8.49 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

91,273

Previous 84,368 8.18%

Holding current value

$8.49 Million

Previous $8.28 Million 1.93%

% of portfolio

1.82%

Previous 1.86%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$92.08 - $98.18 $635,812 - $677,932	6,905 Added 8.18%	91,273 $8.44 Million
Q3 2024 Nov 04, 2024	BUY	$92.67 - $99.14 $622,927 - $666,419	6,722 Added 8.66%	84,368 $8.28 Million
Q2 2024 Aug 12, 2024	BUY	$91.24 - $94.6 $217,881 - $225,904	2,388 Added 3.17%	77,646 $7.27 Million
Q1 2024 Apr 29, 2024	BUY	$93.54 - $96.82 $1.04 Million - $1.07 Million	11,065 Added 17.24%	75,258 $7.12 Million
Q4 2023 Jan 12, 2024	BUY	$88.95 - $97.0 $5.44 Million - $5.93 Million	61,183 Added 2032.66%	64,193 $6.19 Million
Q2 2023 Jul 20, 2023	SELL	$96.39 - $100.48 $4.12 Million - $4.29 Million	-42,696 Reduced 93.41%	3,010 $290,000
Q1 2023 May 02, 2023	BUY	$94.41 - $100.02 $754,996 - $799,859	7,997 Added 21.21%	45,706 $4.53 Million
Q4 2022 Jan 26, 2023	BUY	$92.93 - $99.14 $834,046 - $889,781	8,975 Added 31.23%	37,709 $0
Q3 2022 Oct 25, 2022	BUY	$94.56 - $105.6 $2.72 Million - $3.03 Million	28,734 New	28,734 $2.76 Million
Q1 2022 Apr 18, 2022	SELL	$106.08 - $113.93 $2.58 Million - $2.77 Million	-24,327 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$113.55 - $116.36 $431,376 - $442,051	3,799 Added 18.51%	24,327 $2.8 Million
Q3 2021 Oct 21, 2021	BUY	$114.96 - $118.18 $17,129 - $17,608	149 Added 0.73%	20,528 $2.37 Million
Q2 2021 Jul 19, 2021	BUY	$113.04 - $115.78 $401,970 - $411,713	3,556 Added 21.14%	20,379 $2.35 Million
Q1 2021 Apr 29, 2021	BUY	$112.93 - $119.98 $233,765 - $248,358	2,070 Added 14.03%	16,823 $1.92 Million
Q4 2020 Feb 02, 2021	BUY	$119.27 - $121.81 $333,478 - $340,580	2,796 Added 23.38%	14,753 $1.77 Million
Q3 2020 Nov 03, 2020	BUY	$121.18 - $123.06 $725,747 - $737,006	5,989 Added 100.35%	11,957 $1.46 Million
Q2 2020 Aug 10, 2020	BUY	$119.77 - $122.41 $714,787 - $730,542	5,968 New	5,968 $727,000

Others Institutions Holding IEF

# of Institutions

1,067

Shares Held

279M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Account

Sky Oak Wealth, LLC Ishares Barclays Transaction History