Baron Financial Group, LLC Ishares Tr Transaction History

Baron Financial Group, LLC

$162 Million
Q1 2024

A detailed history of Baron Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Baron Financial Group, LLC holds 3,116 shares of IEFA stock, worth $232,515. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,116

Previous 3,116 -0.0%

Holding current value

$232,515

Previous $219,000 5.48%

% of portfolio

0.14%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	SELL	$61.3 - $70.47 $3,065 - $3,523	-50 Reduced 1.58%	3,116 $219,000
Q3 2023 Oct 19, 2023	SELL	$64.04 - $69.58 $11,847 - $12,872	-185 Reduced 5.52%	3,166 $203,000
Q2 2023 Aug 03, 2023	SELL	$66.03 - $69.1 $33,015 - $34,550	-500 Reduced 12.98%	3,351 $226,000
Q1 2023 Apr 06, 2023	SELL	$62.17 - $67.7 $17,718 - $19,294	-285 Reduced 6.89%	3,851 $257,000
Q4 2022 Jan 20, 2023	SELL	$56.86 - $63.65 $7,107 - $7,956	-125 Reduced 2.93%	4,136 $0

Q3 2022 Nov 03, 2022	SELL	$53.51 - $63.1 $802 - $946	-15 Reduced 0.35%	4,261 $224,000
Q2 2022 Aug 11, 2022	SELL	$57.91 - $70.46 $63,816 - $77,646	-1,102 Reduced 20.49%	4,276 $251,000
Q1 2022 May 13, 2022	BUY	$63.26 - $75.48 $59,337 - $70,800	938 Added 21.13%	5,378 $373,000
Q4 2021 Feb 09, 2022	BUY	$72.36 - $77.76 $5,788 - $6,220	80 Added 1.83%	4,440 $331,000
Q3 2021 Nov 12, 2021	SELL	$72.98 - $78.2 $3,284 - $3,519	-45 Reduced 1.02%	4,360 $323,000
Q2 2021 Aug 06, 2021	SELL	$73.11 - $77.88 $18,277 - $19,470	-250 Reduced 5.37%	4,405 $329,000
Q1 2021 May 13, 2021	BUY	$68.58 - $73.12 $342 - $365	5 Added 0.11%	4,655 $335 Million
Q4 2020 Feb 09, 2021	SELL	$58.13 - $69.71 $71,209 - $85,394	-1,225 Reduced 20.85%	4,650 $321 Million
Q3 2020 Nov 13, 2020	BUY	$57.43 - $62.28 $337,401 - $365,895	5,875 New	5,875 $354,000

Others Institutions Holding IEFA

# of Institutions

1,891

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

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About ISHARES TR

Ticker IEFA
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Baron Financial Group, LLC Ishares Tr Transaction History