Tpg Financial Advisors, LLC Ishares Barclays Transaction History

Tpg Financial Advisors, LLC

$240 Million
Q2 2025

A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 139,640 shares of IEF stock, worth $13.3 Million. This represents 5.58% of its overall portfolio holdings.

Number of Shares

139,640

Previous 145,936 4.31%

Holding current value

$13.3 Million

Previous $13.9 Million 3.91%

% of portfolio

5.58%

Previous 6.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$93.15 - $96.56 $586,472 - $607,941	-6,296 Reduced 4.31%	139,640 $13.4 Million
Q1 2025 Apr 16, 2025	SELL	$91.17 - $95.39 $1.09 Million - $1.14 Million	-11,933 Reduced 7.56%	145,936 $13.9 Million
Q4 2024 Jan 13, 2025	SELL	$92.08 - $98.18 $12.5 Million - $13.3 Million	-135,329 Reduced 46.16%	157,869 $14.6 Million
Q3 2024 Oct 16, 2024	BUY	$92.67 - $99.14 $5.29 Million - $5.66 Million	57,059 Added 24.16%	293,198 $28.8 Million
Q2 2024 Oct 16, 2024	BUY	$91.24 - $94.6 $7.8 Million - $8.09 Million	85,521 Added 56.78%	236,139 $22.1 Million
Q4 2023 Jan 09, 2024	SELL	$88.95 - $97.0 $1.56 Million - $1.7 Million	-17,536 Reduced 10.43%	150,618 $14.5 Million
Q3 2023 Oct 17, 2023	BUY	$91.32 - $97.13 $1.53 Million - $1.63 Million	16,799 Added 11.1%	168,154 $15.4 Million
Q2 2023 Jul 13, 2023	BUY	$96.39 - $100.48 $14.6 Million - $15.2 Million	151,355 New	151,355 $14.6 Million

Others Institutions Holding IEF

# of Institutions

1,153

Shares Held

305M

Call Options Held

17.9M

Put Options Held

3.47M

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 Tpg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tpg Financial Advisors, LLC with notifications on news.

Account

Tpg Financial Advisors, LLC Ishares Barclays Transaction History