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

Tpg Financial Advisors, LLC

  • $230 Million
  • Q4 2024

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 46,750 shares of IEI stock, worth $5.5 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
46,750
Previous 39,572 18.14%
Holding current value
$5.5 Million
Previous $4.73 Million 14.11%
% of portfolio
2.35%
Previous 2.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
799
Shares Held
103M
Call Options Held
1.17M
Put Options Held
529K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
Track This Portfolio

Track Tpg Financial Advisors, LLC Portfolio

Follow Tpg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email