United Asset Strategies, Inc. Ishares Barclays Transaction History

United Asset Strategies, Inc.

$993 Million
Q1 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, United Asset Strategies, Inc. holds 14,536 shares of IEF stock, worth $1.35 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

14,536

Previous 14,338 1.38%

Holding current value

$1.35 Million

Previous $1.38 Million 0.51%

% of portfolio

0.14%

Previous 0.16%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$93.54 - $96.82 $18,520 - $19,170	198 Added 1.38%	14,536 $1.38 Million
Q4 2023 Jan 30, 2024	SELL	$88.95 - $97.0 $452,132 - $493,051	-5,083 Reduced 26.17%	14,338 $1.38 Million
Q3 2023 Nov 07, 2023	BUY	$91.32 - $97.13 $61,549 - $65,465	674 Added 3.6%	19,421 $1.78 Million
Q2 2023 Jul 25, 2023	BUY	$96.39 - $100.48 $1.16 Million - $1.21 Million	12,025 Added 178.89%	18,747 $1.81 Million
Q1 2023 Jul 25, 2023	SELL	$94.41 - $100.02 $1.16 Million - $1.22 Million	-12,238 Reduced 64.55%	6,722 $666,000

Q1 2023 Apr 25, 2023	SELL	$94.41 - $100.02 $9,913 - $10,502	-105 Reduced 0.55%	18,960 $1.88 Million
Q4 2022 Jan 26, 2023	SELL	$93.25 - $99.14 $131,109 - $139,390	-1,406 Reduced 6.87%	19,065 $0
Q3 2022 Oct 24, 2022	SELL	$96.7 - $105.6 $191,079 - $208,665	-1,976 Reduced 8.8%	20,471 $1.97 Million
Q2 2022 Aug 15, 2022	BUY	$98.15 - $106.65 $6,576 - $7,145	67 Added 0.3%	22,447 $2.3 Million
Q1 2022 Apr 29, 2022	SELL	$106.08 - $113.93 $44,447 - $47,736	-419 Reduced 1.84%	22,380 $2.41 Million
Q4 2021 Jan 31, 2022	SELL	$113.55 - $116.36 $1.06 Million - $1.09 Million	-9,375 Reduced 29.14%	22,799 $2.62 Million
Q3 2021 Oct 21, 2021	BUY	$114.96 - $118.18 $4,483 - $4,609	39 Added 0.12%	32,174 $3.71 Million
Q2 2021 Jul 19, 2021	BUY	$113.04 - $115.78 $1.87 Million - $1.92 Million	16,565 Added 106.39%	32,135 $3.71 Million
Q1 2021 Apr 27, 2021	BUY	$112.93 - $119.98 $329,755 - $350,341	2,920 Added 23.08%	15,570 $1.76 Million
Q4 2020 Feb 05, 2021	BUY	$119.27 - $121.81 $633,681 - $647,176	5,313 Added 72.41%	12,650 $1.52 Million
Q3 2020 Nov 03, 2020	BUY	$121.18 - $123.06 $369,962 - $375,702	3,053 Added 71.27%	7,337 $894,000
Q2 2020 Aug 03, 2020	SELL	$119.77 - $122.41 $138,454 - $141,505	-1,156 Reduced 21.25%	4,284 $522,000
Q1 2020 May 08, 2020	BUY	$110.73 - $121.48 $602,371 - $660,851	5,440 New	5,440 $661,000
Q3 2019 Nov 01, 2019	SELL	$108.93 - $114.25 $225,267 - $236,269	-2,068 Closed	0 $0
Q2 2019 Jul 31, 2019	BUY	$105.05 - $110.09 $217,243 - $227,666	2,068 New	2,068 $228,000

Others Institutions Holding IEF

# of Institutions

976

Shares Held

222M

Call Options Held

18.3M

Put Options Held

15.1M

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About ISHARES BARCLAYS

Ticker IEF
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United Asset Strategies, Inc. Ishares Barclays Transaction History