A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 293,198 shares of IEF stock, worth $27.8 Million. This represents 12.97% of its overall portfolio holdings.

Number of Shares
293,198
Previous 236,139 24.16%
Holding current value
$27.8 Million
Previous $22.1 Million 30.09%
% of portfolio
12.97%
Previous 10.79%

Shares

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

Oct 16, 2024

BUY
$92.67 - $99.14 $5.29 Million - $5.66 Million
57,059 Added 24.16%
293,198 $28.8 Million
Q2 2024

Oct 16, 2024

BUY
$91.24 - $94.6 $7.8 Million - $8.09 Million
85,521 Added 56.78%
236,139 $22.1 Million
Q4 2023

Jan 09, 2024

SELL
$88.95 - $97.0 $1.56 Million - $1.7 Million
-17,536 Reduced 10.43%
150,618 $14.5 Million
Q3 2023

Oct 17, 2023

BUY
$91.32 - $97.13 $1.53 Million - $1.63 Million
16,799 Added 11.1%
168,154 $15.4 Million
Q2 2023

Jul 13, 2023

BUY
$96.39 - $100.48 $14.6 Million - $15.2 Million
151,355 New
151,355 $14.6 Million

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Tpg Financial Advisors, LLC Portfolio

Follow Tpg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tpg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tpg Financial Advisors, LLC with notifications on news.