Strategic Point Investment Advisors, LLC Ishares Barclays Transaction History

Strategic Point Investment Advisors, LLC

$614 Million
Q4 2024

A detailed history of Strategic Point Investment Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Strategic Point Investment Advisors, LLC holds 148,265 shares of IEF stock, worth $13.8 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

148,265

Previous 266,940 44.46%

Holding current value

$13.8 Million

Previous $26.2 Million 47.67%

% of portfolio

2.23%

Previous 4.32%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$92.08 - $98.18 $10.9 Million - $11.7 Million	-118,675 Reduced 44.46%	148,265 $13.7 Million
Q3 2024 Oct 15, 2024	BUY	$92.67 - $99.14 $396,998 - $424,715	4,284 Added 1.63%	266,940 $26.2 Million
Q2 2024 Aug 06, 2024	SELL	$91.24 - $94.6 $49,452 - $51,273	-542 Reduced 0.21%	262,656 $24.6 Million
Q1 2024 May 14, 2024	BUY	$93.54 - $96.82 $568,629 - $588,568	6,079 Added 2.36%	263,198 $24.9 Million
Q4 2023 Feb 08, 2024	BUY	$88.95 - $97.0 $243,011 - $265,004	2,732 Added 1.07%	257,119 $24.8 Million
Q3 2023 Nov 01, 2023	BUY	$91.32 - $97.13 $536,687 - $570,833	5,877 Added 2.36%	254,387 $23.3 Million
Q2 2023 Aug 14, 2023	SELL	$96.39 - $100.48 $92,727 - $96,661	-962 Reduced 0.39%	248,510 $24 Million
Q1 2023 Apr 28, 2023	BUY	$94.41 - $100.02 $54,568 - $57,811	578 Added 0.23%	249,472 $24.7 Million
Q4 2022 Feb 01, 2023	BUY	$92.93 - $99.14 $23.1 Million - $24.7 Million	248,894 New	248,894 $23.8 Million
Q3 2021 Nov 12, 2021	SELL	$114.96 - $118.18 $177,383 - $182,351	-1,543 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$113.04 - $115.78 $2,034 - $2,084	18 Added 1.18%	1,543 $178,000
Q1 2021 May 11, 2021	SELL	$112.93 - $119.98 $168,491 - $179,010	-1,492 Reduced 49.45%	1,525 $172,000
Q4 2020 Feb 03, 2021	SELL	$119.27 - $121.81 $122,609 - $125,220	-1,028 Reduced 25.41%	3,017 $358,000
Q3 2020 Nov 13, 2020	SELL	$121.18 - $123.06 $4,847 - $4,922	-40 Reduced 0.98%	4,045 $493,000
Q2 2020 Jul 29, 2020	BUY	$119.77 - $122.41 $14,971 - $15,301	125 Added 3.16%	4,085 $499,000
Q1 2020 May 11, 2020	BUY	$110.73 - $121.48 $438,490 - $481,060	3,960 New	3,960 $481,000

Others Institutions Holding IEF

# of Institutions

1,066

Shares Held

281M

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 Strategic Point Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Point Investment Advisors, LLC with notifications on news.

Account

Strategic Point Investment Advisors, LLC Ishares Barclays Transaction History