Tru Wealth Advisors, LLC Ishares Barclays Transaction History

Tru Wealth Advisors, LLC

$1.43 Billion
Q1 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 530,749 shares of IEF stock, worth $49.9 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

530,749

Previous 500,222 6.1%

Holding current value

$49.9 Million

Previous $48.2 Million 4.2%

% of portfolio

3.51%

Previous 3.69%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$93.54 - $96.82 $2.86 Million - $2.96 Million	30,527 Added 6.1%	530,749 $50.2 Million
Q4 2023 Jan 10, 2024	BUY	$88.95 - $97.0 $1 Million - $1.09 Million	11,257 Added 2.3%	500,222 $48.2 Million
Q3 2023 Oct 10, 2023	BUY	$91.32 - $97.13 $2.41 Million - $2.56 Million	26,370 Added 5.7%	488,965 $44.8 Million
Q2 2023 Aug 04, 2023	BUY	$96.39 - $100.48 $23.7 Million - $24.7 Million	245,647 Added 113.23%	462,595 $44.7 Million
Q1 2023 Apr 25, 2023	BUY	$94.41 - $100.02 $10.9 Million - $11.5 Million	115,101 Added 113.01%	216,948 $21.5 Million

Q4 2022 Jan 27, 2023	BUY	$93.25 - $99.14 $9.5 Million - $10.1 Million	101,847 New	101,847 $0

Others Institutions Holding IEF

# of Institutions

977

Shares Held

222M

Call Options Held

18.3M

Put Options Held

15.1M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Tru Wealth Advisors, LLC Ishares Barclays Transaction History