Tria Gen Wealth Management LLC Ishares Barclays Transaction History

Tria Gen Wealth Management LLC

  • $277 Million
  • Q4 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 7,911 shares of IEF stock, worth $741,339. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,911
Previous 7,827 1.07%
Holding current value
$741,339
Previous $767,000 4.69%
% of portfolio
0.26%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$92.08 - $98.18 $7,734 - $8,247
84 Added 1.07%
7,911 $731,000
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
1,094
Shares Held
294M
Call Options Held
14.3M
Put Options Held
8.92M
View Full List

About ISHARES BARCLAYS

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