Tpg Financial Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Tpg Financial Advisors, LLC

  • $240 Million
  • Q2 2025

A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 49,252 shares of IEI stock, worth $5.84 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
49,252
Previous 30,585 61.03%
Holding current value
$5.84 Million
Previous $3.61 Million 62.56%
% of portfolio
2.45%
Previous 1.6%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$116.93 - $119.39 $2.18 Million - $2.23 Million
18,667 Added 61.03%
49,252 $5.87 Million
Q1 2025

Apr 16, 2025
SELL
$114.57 - $118.14 $1.85 Million - $1.91 Million
-16,165 Reduced 34.58%
30,585 $3.61 Million
Q4 2024

Jan 13, 2025
BUY
$115.08 - $119.55 $826,044 - $858,129
7,178 Added 18.14%
46,750 $5.4 Million
Q3 2024

Oct 16, 2024
BUY
$114.73 - $120.23 $318,375 - $333,638
2,775 Added 7.54%
39,572 $4.73 Million
Q2 2024

Oct 16, 2024
BUY
$113.43 - $115.88 $930,239 - $950,331
8,201 Added 28.68%
36,797 $4.25 Million
Q4 2023

Jan 09, 2024
SELL
$111.61 - $117.37 $17,857 - $18,779
-160 Reduced 0.56%
28,596 $3.35 Million
Q3 2023

Oct 17, 2023
SELL
$112.76 - $116.14 $563,123 - $580,003
-4,994 Reduced 14.8%
28,756 $3.25 Million
Q2 2023

Jul 13, 2023
BUY
$115.23 - $119.04 $3.89 Million - $4.02 Million
33,750 New
33,750 $3.89 Million

Others Institutions Holding IEI

# of Institutions
873
Shares Held
115M
Call Options Held
2.34M
Put Options Held
666K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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