Vision Point Advisory Group, LLC Ishares Barclays Transaction History

Vision Point Advisory Group, LLC

$473 Million
Q3 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 11,771 shares of IEF stock, worth $1.13 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

11,771

Previous 10,315 14.12%

Holding current value

$1.13 Million

Previous $987,000 14.99%

% of portfolio

0.24%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$93.91 - $97.26 $136,732 - $141,610	1,456 Added 14.12%	11,771 $1.14 Million
Q2 2025 Jul 09, 2025	BUY	$93.15 - $96.56 $691,918 - $717,247	7,428 Added 257.29%	10,315 $987,000
Q1 2025 Apr 23, 2025	BUY	$91.17 - $95.39 $114,965 - $120,286	1,261 Added 77.55%	2,887 $275,000
Q4 2024 Feb 03, 2025	BUY	$92.08 - $98.18 $28,728 - $30,632	312 Added 23.74%	1,626 $150,000
Q3 2024 Oct 15, 2024	SELL	$92.67 - $99.14 $22,055 - $23,595	-238 Reduced 15.34%	1,314 $128,000
Q2 2024 Aug 01, 2024	BUY	$91.24 - $94.6 $139,779 - $144,927	1,532 Added 7660.0%	1,552 $145,000
Q1 2024 May 10, 2024	BUY	$93.54 - $96.82 $1,870 - $1,936	20 New	20 $1,000
Q2 2023 Aug 21, 2023	BUY	$96.39 - $100.48 $171,188 - $178,452	1,776 New	1,776 $171,000
Q2 2020 Aug 14, 2020	SELL	$119.77 - $122.41 $197,500 - $201,854	-1,649 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$110.73 - $121.48 $182,593 - $200,320	1,649 New	1,649 $200,000
Q2 2019 Aug 14, 2019	SELL	$105.05 - $110.09 $230,794 - $241,867	-2,197 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$103.43 - $106.84 $227,235 - $234,727	2,197 New	2,197 $234,000

Others Institutions Holding IEF

# of Institutions

1,173

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

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About ISHARES BARCLAYS

Ticker IEF
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Vision Point Advisory Group, LLC Ishares Barclays Transaction History