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 $5.51 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

46,750

Previous 39,572 18.14%

Holding current value

$5.51 Million

Previous $4.73 Million 14.11%

% of portfolio

2.35%

Previous 2.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

797

Shares Held

103M

Call Options Held

1.17M

Put Options Held

529K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

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