Tpg Financial Advisors, LLC Ishares Barclays Transaction History
Tpg Financial Advisors, LLC
- $230 Million
- Q4 2024
A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 157,869 shares of IEF stock, worth $14.4 Million. This represents 6.35% of its overall portfolio holdings.
Number of Shares
157,869
Previous 293,198
46.16%
Holding current value
$14.4 Million
Previous $28.8 Million
49.27%
% of portfolio
6.35%
Previous 12.97%
Shares
6 transactions
Others Institutions Holding IEF
# of Institutions
1,052Shares Held
281MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.8 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.53 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.29 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.2 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.16 Billion0.41% of portfolio