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

Tpg Financial Advisors, LLC

$226 Million
Q1 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 30,585 shares of IEI stock, worth $3.59 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

30,585

Previous 46,750 34.58%

Holding current value

$3.59 Million

Previous $5.4 Million 33.2%

% of portfolio

1.6%

Previous 2.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

860

Shares Held

114M

Call Options Held

2.34M

Put Options Held

666K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

Track This Portfolio

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.

Account

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