Tria Gen Wealth Management LLC Ishares Barclays Transaction History

Tria Gen Wealth Management LLC

$355 Million
Q3 2025

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 11,335 shares of IEF stock, worth $1.09 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

11,335

Previous 9,569 18.46%

Holding current value

$1.09 Million

Previous $916,000 19.32%

% of portfolio

0.31%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$93.91 - $97.26 $165,845 - $171,761	1,766 Added 18.46%	11,335 $1.09 Million
Q2 2025 Jul 23, 2025	BUY	$93.15 - $96.56 $39,029 - $40,458	419 Added 4.58%	9,569 $916,000
Q1 2025 May 13, 2025	BUY	$91.17 - $95.39 $112,959 - $118,188	1,239 Added 15.66%	9,150 $872,000
Q4 2024 Jan 23, 2025	BUY	$92.08 - $98.18 $7,734 - $8,247	84 Added 1.07%	7,911 $731,000
Q3 2024 Oct 18, 2024	BUY	$92.67 - $99.14 $8,247 - $8,823	89 Added 1.15%	7,827 $767,000

Q2 2024 Jul 18, 2024	BUY	$91.24 - $94.6 $100,820 - $104,533	1,105 Added 16.66%	7,738 $724,000
Q1 2024 Apr 23, 2024	BUY	$93.54 - $96.82 $620,450 - $642,207	6,633 New	6,633 $627,000

Others Institutions Holding IEF

# of Institutions

1,178

Shares Held

341M

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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Tria Gen Wealth Management LLC Ishares Barclays Transaction History