Fortitude Advisory Group L.L.C. Ishares Barclays Transaction History

Fortitude Advisory Group L.L.C.

$167 Million
Q2 2025

A detailed history of Fortitude Advisory Group L.L.C. transactions in Ishares Barclays stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 23,933 shares of IEF stock, worth $2.31 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

23,933

Previous 25,004 4.28%

Holding current value

$2.31 Million

Previous $2.38 Million 3.86%

% of portfolio

1.37%

Previous 1.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$93.15 - $96.56 $99,763 - $103,415	-1,071 Reduced 4.28%	23,933 $2.29 Million
Q1 2025 Apr 17, 2025	BUY	$91.17 - $95.39 $2.28 Million - $2.39 Million	25,004 New	25,004 $2.38 Million
Q3 2023 Nov 14, 2023	BUY	$91.32 - $97.13 $1,461 - $1,554	16 Added 0.09%	18,461 $1.69 Million
Q2 2023 Jul 31, 2023	SELL	$96.39 - $100.48 $225,841 - $235,424	-2,343 Reduced 11.27%	18,445 $1.78 Million
Q1 2023 May 05, 2023	BUY	$94.41 - $100.02 $246,882 - $261,552	2,615 Added 14.39%	20,788 $2.06 Million
Q4 2022 Feb 13, 2023	BUY	$92.93 - $99.14 $18,214 - $19,431	196 Added 1.09%	18,173 $1.74 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $1,607 - $1,795	17 Added 0.09%	17,977 $1.73 Million
Q2 2022 Aug 16, 2022	BUY	$98.15 - $106.65 $1.74 Million - $1.89 Million	17,681 Added 6337.28%	17,960 $1.84 Million
Q1 2022 May 25, 2022	SELL	$106.08 - $113.93 $23,868 - $25,634	-225 Reduced 44.64%	279 $30,000
Q4 2021 May 20, 2022	BUY	$113.55 - $116.36 $57,229 - $58,645	504 New	504 $58,000

Others Institutions Holding IEF

# of Institutions

1,176

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

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 Fortitude Advisory Group L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Fortitude Advisory Group L.L.C. with notifications on news.

Account

Fortitude Advisory Group L.L.C. Ishares Barclays Transaction History