Tpg Financial Advisors, LLC Ishares Barclays Transaction History
Tpg Financial Advisors, LLC
- $222 Million
- Q3 2024
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
Others Institutions Holding IEF
# of Institutions
1,016Shares Held
241MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.93 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.93 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.91 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.23 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.29% of portfolio