Tru Independence Asset Management 2, LLC Ishares Barclays Transaction History

Tru Independence Asset Management 2, LLC

$106 Million
Q4 2024

A detailed history of Tru Independence Asset Management 2, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 34,437 shares of IEF stock, worth $3.26 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

34,437

Previous 33,990 1.32%

Holding current value

$3.26 Million

Previous $3.34 Million 4.56%

% of portfolio

3.0%

Previous 2.94%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$92.08 - $98.18 $41,159 - $43,886	447 Added 1.32%	34,437 $3.18 Million
Q3 2024 Nov 04, 2024	BUY	$92.67 - $99.14 $1.63 Million - $1.75 Million	17,622 Added 107.66%	33,990 $3.34 Million
Q1 2023 Apr 26, 2023	SELL	$94.41 - $100.02 $15,200 - $16,103	-161 Reduced 0.97%	16,368 $1.62 Million
Q3 2022 Oct 31, 2022	BUY	$94.56 - $105.6 $20,897 - $23,337	221 Added 1.36%	16,529 $1.59 Million
Q1 2022 Apr 27, 2022	BUY	$106.08 - $113.93 $86,561 - $92,966	816 Added 5.27%	16,308 $1.75 Million
Q4 2021 Jan 20, 2022	BUY	$113.55 - $116.36 $1.76 Million - $1.8 Million	15,492 New	15,492 $1.78 Million
Q1 2021 May 19, 2021	SELL	$112.93 - $119.98 $6,098 - $6,478	-54 Closed	0 $0
Q4 2020 Mar 09, 2021	BUY	$119.27 - $121.81 $6,440 - $6,577	54 New	54 $6,000

Others Institutions Holding IEF

# of Institutions

1,104

Shares Held

281M

Call Options Held

14.3M

Put Options Held

8.92M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Tru Independence Asset Management 2, LLC Ishares Barclays Transaction History