Transamerica Financial Advisors, Inc. Ishares Barclays Transaction History

Transamerica Financial Advisors, Inc.

$1.02 Billion
Q3 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 78,319 shares of IEF stock, worth $7.22 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

78,319

Previous 68,424 14.46%

Holding current value

$7.22 Million

Previous $6.41 Million 19.93%

% of portfolio

0.75%

Previous 0.68%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$92.67 - $99.14 $916,969 - $980,990	9,895 Added 14.46%	78,319 $7.69 Million
Q1 2024 May 15, 2024	BUY	$93.54 - $96.82 $231,511 - $239,629	2,475 Added 3.75%	68,424 $6.48 Million
Q4 2023 Feb 12, 2024	SELL	$88.95 - $97.0 $1.67 Million - $1.82 Million	-18,773 Reduced 22.16%	65,949 $6.36 Million
Q3 2023 Nov 14, 2023	SELL	$91.32 - $97.13 $21,916 - $23,311	-240 Reduced 0.28%	84,722 $7.76 Million
Q2 2023 Aug 14, 2023	BUY	$96.39 - $100.48 $121,355 - $126,504	1,259 Added 1.5%	84,962 $8.21 Million
Q1 2023 May 15, 2023	SELL	$94.41 - $100.02 $2.62 Million - $2.78 Million	-27,782 Reduced 24.92%	83,703 $8.3 Million
Q4 2022 Feb 14, 2023	SELL	$92.93 - $99.14 $2.13 Million - $2.27 Million	-22,888 Reduced 17.03%	111,485 $10.7 Million
Q3 2022 Nov 14, 2022	SELL	$94.56 - $105.6 $4.82 Million - $5.38 Million	-50,988 Reduced 27.51%	134,373 $12.9 Million
Q2 2022 Aug 15, 2022	BUY	$98.15 - $106.65 $18.2 Million - $19.8 Million	185,225 Added 136194.84%	185,361 $19 Million
Q1 2022 May 12, 2022	SELL	$106.08 - $113.93 $12,623 - $13,557	-119 Reduced 46.67%	136 $15,000
Q4 2021 Feb 14, 2022	SELL	$113.55 - $116.36 $113 - $116	-1 Reduced 0.39%	255 $30,000
Q3 2021 Nov 15, 2021	BUY	$114.96 - $118.18 $574 - $590	5 Added 1.99%	256 $30,000
Q2 2021 Aug 10, 2021	BUY	$113.04 - $115.78 $791 - $810	7 Added 2.87%	251 $29,000
Q1 2021 May 17, 2021	BUY	$112.93 - $119.98 $1,129 - $1,199	10 Added 4.27%	244 $28,000
Q4 2020 Feb 16, 2021	BUY	$119.27 - $121.81 $834 - $852	7 Added 3.08%	234 $28,000
Q3 2020 Nov 12, 2020	SELL	$121.18 - $123.06 $12.4 Million - $12.6 Million	-102,408 Reduced 99.78%	227 $28,000
Q2 2020 Aug 13, 2020	BUY	$119.77 - $122.41 $12.2 Million - $12.5 Million	102,248 Added 26420.67%	102,635 $12.5 Million
Q1 2020 May 15, 2020	BUY	$110.73 - $121.48 $15,170 - $16,642	137 Added 54.8%	387 $48,000
Q3 2019 Nov 12, 2019	SELL	$108.93 - $114.25 $3.8 Million - $3.99 Million	-34,930 Reduced 99.29%	250 $29,000
Q2 2019 Aug 21, 2019	BUY	$105.05 - $110.09 $3.54 Million - $3.71 Million	33,723 Added 2314.55%	35,180 $3.87 Million
Q1 2019 May 14, 2019	SELL	$103.43 - $106.84 $1.86 Million - $1.92 Million	-18,008 Reduced 92.51%	1,457 $156,000
Q4 2018 Feb 04, 2019	BUY	$99.72 - $104.2 $7,578 - $7,919	76 Added 0.39%	19,465 $2.03 Million
Q3 2018 Nov 13, 2018	BUY	$100.79 - $102.89 $545,576 - $556,943	5,413 Added 38.73%	19,389 $1.96 Million
Q2 2018 Jul 25, 2018	SELL	$100.36 - $103.12 $137,794 - $141,583	-1,373 Reduced 8.95%	13,976 $1.43 Million
Q1 2018 May 09, 2018	SELL	$101.6 - $105.33 $48,564 - $50,347	-478 Reduced 3.02%	15,349 $1.58 Million
Q4 2017 Feb 09, 2018	SELL	$105.0 - $106.86 $162,855 - $165,739	-1,551 Reduced 8.93%	15,827 $1.67 Million
Q3 2017 Nov 13, 2017	BUY	$106.52 - $107.22 $1.85 Million - $1.86 Million	17,378	17,378 $1.85 Million

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transamerica Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Transamerica Financial Advisors, Inc. with notifications on news.

Account

Transamerica Financial Advisors, Inc. Ishares Barclays Transaction History