Tpg Financial Advisors, LLC Ishares Barclays Transaction History

Tpg Financial Advisors, LLC

$226 Million
Q1 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 145,936 shares of IEF stock, worth $13.9 Million. This represents 6.17% of its overall portfolio holdings.

Number of Shares

145,936

Previous 157,869 7.56%

Holding current value

$13.9 Million

Previous $14.6 Million 4.64%

% of portfolio

6.17%

Previous 6.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,141

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Tpg Financial Advisors, LLC Ishares Barclays Transaction History