Tria Gen Wealth Management LLC Ishares Barclays Transaction History

Tria Gen Wealth Management LLC

  • $273 Million
  • Q3 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 7,827 shares of IEF stock, worth $733,546. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,827
Previous 7,738 1.15%
Holding current value
$733,546
Previous $724,000 5.94%
% of portfolio
0.28%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$92.67 - $99.14 $8,247 - $8,823
89 Added 1.15%
7,827 $767,000
Q2 2024

Jul 18, 2024
BUY
$91.24 - $94.6 $100,820 - $104,533
1,105 Added 16.66%
7,738 $724,000
Q1 2024

Apr 23, 2024
BUY
$93.54 - $96.82 $620,450 - $642,207
6,633 New
6,633 $627,000

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

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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