Sky Oak Wealth, LLC Ishares Barclays Transaction History

Sky Oak Wealth, LLC

$417 Million
Q1 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 75,258 shares of IEF stock, worth $7.05 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

75,258

Previous 64,193 17.24%

Holding current value

$7.05 Million

Previous $6.19 Million 15.13%

% of portfolio

1.71%

Previous 1.61%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$93.25 - $99.14 $836,918 - $889,781	8,975 Added 31.23%	37,709 $0

Q3 2022 Oct 25, 2022	BUY	$96.7 - $105.6 $2.78 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

974

Shares Held

222M

Call Options Held

18.3M

Put Options Held

15.1M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Sky Oak Wealth, LLC Ishares Barclays Transaction History