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 $8.5 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

91,273

Previous 84,368 8.18%

Holding current value

$8.5 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

1,069

Shares Held

310M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Sky Oak Wealth, LLC Ishares Barclays Transaction History