Tobias Financial Advisors, Inc. Ishares Barclays Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 5,177 shares of IEF stock, worth $495,283. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,177

Previous 354,828 98.54%

Holding current value

$495,283

Previous $32.8 Million 98.5%

% of portfolio

0.1%

Previous 6.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$91.17 - $95.39 $31.9 Million - $33.4 Million	-349,651 Reduced 98.54%	5,177 $493,000
Q4 2024 Feb 13, 2025	BUY	$92.08 - $98.18 $126,886 - $135,292	1,378 Added 0.39%	354,828 $32.8 Million
Q3 2024 Oct 30, 2024	BUY	$92.67 - $99.14 $1.95 Million - $2.08 Million	21,014 Added 6.32%	353,450 $34.7 Million
Q2 2024 Aug 13, 2024	BUY	$91.24 - $94.6 $1.3 Million - $1.35 Million	14,242 Added 4.48%	332,436 $31.1 Million
Q1 2024 May 02, 2024	BUY	$93.54 - $96.82 $1.91 Million - $1.98 Million	20,401 Added 6.85%	318,194 $30.1 Million
Q4 2023 Feb 14, 2024	BUY	$88.95 - $97.0 $26.5 Million - $28.9 Million	297,793 New	297,793 $28.7 Million

Others Institutions Holding IEF

# of Institutions

1,155

Shares Held

305M

Call Options Held

6.96M

Put Options Held

4.1M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Tobias Financial Advisors, Inc. Ishares Barclays Transaction History