Tpg Financial Advisors, LLC Ishares Barclays Transaction History
Tpg Financial Advisors, LLC
- $222 Million
- Q3 2024
A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 293,198 shares of IEF stock, worth $27.1 Million. This represents 12.97% of its overall portfolio holdings.
Number of Shares
293,198
Previous 236,139
24.16%
Holding current value
$27.1 Million
Previous $22.1 Million
30.09%
% of portfolio
12.97%
Previous 10.79%
Shares
5 transactions
Others Institutions Holding IEF
# of Institutions
1,055Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.85 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.57 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.31 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.22 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.18 Billion0.41% of portfolio