Tpg Financial Advisors, LLC Ishares Barclays Transaction History
Tpg Financial Advisors, LLC
- $189 Million
- Q4 2023
A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 150,618 shares of IEF stock, worth $14.8 Million. This represents 7.7% of its overall portfolio holdings.
Number of Shares
150,618
Previous 168,154
10.43%
Holding current value
$14.8 Million
Previous $15.4 Million
5.73%
% of portfolio
7.7%
Previous 8.33%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,002Shares Held
238MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$2.01 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$2 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.99 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.27 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.11 Billion0.29% of portfolio