Fortitude Advisory Group L.L.C. Ishares Barclays Transaction History

Fortitude Advisory Group L.L.C.

$176 Million
Q3 2025

A detailed history of Fortitude Advisory Group L.L.C. transactions in Ishares Barclays stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 26,181 shares of IEF stock, worth $2.52 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

26,181

Previous 23,933 9.39%

Holding current value

$2.52 Million

Previous $2.29 Million 10.17%

% of portfolio

1.44%

Previous 1.37%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$93.91 - $97.26 $211,109 - $218,640	2,248 Added 9.39%	26,181 $2.53 Million
Q2 2025 Jul 22, 2025	SELL	$93.15 - $96.56 $99,763 - $103,415	-1,071 Reduced 4.28%	23,933 $2.29 Million
Q1 2025 Apr 17, 2025	BUY	$91.17 - $95.39 $2.28 Million - $2.39 Million	25,004 New	25,004 $2.38 Million
Q3 2023 Nov 14, 2023	BUY	$91.32 - $97.13 $1,461 - $1,554	16 Added 0.09%	18,461 $1.69 Million
Q2 2023 Jul 31, 2023	SELL	$96.39 - $100.48 $225,841 - $235,424	-2,343 Reduced 11.27%	18,445 $1.78 Million

Q1 2023 May 05, 2023	BUY	$94.41 - $100.02 $246,882 - $261,552	2,615 Added 14.39%	20,788 $2.06 Million
Q4 2022 Feb 13, 2023	BUY	$92.93 - $99.14 $18,214 - $19,431	196 Added 1.09%	18,173 $1.74 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $1,607 - $1,795	17 Added 0.09%	17,977 $1.73 Million
Q2 2022 Aug 16, 2022	BUY	$98.15 - $106.65 $1.74 Million - $1.89 Million	17,681 Added 6337.28%	17,960 $1.84 Million
Q1 2022 May 25, 2022	SELL	$106.08 - $113.93 $23,868 - $25,634	-225 Reduced 44.64%	279 $30,000
Q4 2021 May 20, 2022	BUY	$113.55 - $116.36 $57,229 - $58,645	504 New	504 $58,000

Others Institutions Holding IEF

# of Institutions

1,190

Shares Held

343M

Call Options Held

16.7M

Put Options Held

15.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Fortitude Advisory Group L.L.C. Ishares Barclays Transaction History