Bourgeon Capital Management LLC Ishares Tr Transaction History

Bourgeon Capital Management LLC

  • $520 Million
  • Q3 2024

A detailed history of Bourgeon Capital Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 5,251 shares of IEFA stock, worth $377,336. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,251
Previous 5,366 2.14%
Holding current value
$377,336
Previous $389,000 5.14%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 16, 2024
SELL
$70.09 - $78.74 $8,060 - $9,055
-115 Reduced 2.14%
5,251 $409,000
Q1 2024

Apr 19, 2024
BUY
$68.14 - $74.43 $7,836 - $8,559
115 Added 2.19%
5,366 $398,000
Q3 2019

Nov 04, 2019
BUY
$57.44 - $62.42 $301,617 - $327,767
5,251 New
5,251 $321,000
Q4 2018

Jan 17, 2019
SELL
$53.06 - $64.19 $100,283 - $121,319
-1,890 Reduced 26.47%
5,251 $289,000
Q4 2017

Feb 05, 2018
SELL
$64.09 - $66.44 $457,666 - $474,448
-7,141 Closed
0 $0
Q3 2017

Oct 27, 2017
BUY
$62.19 - $64.17 $444,098 - $458,237
7,141
7,141 $458,000

Others Institutions Holding IEFA

# of Institutions
1,997
Shares Held
1.42B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Bourgeon Capital Management LLC Portfolio

Follow Bourgeon Capital Management 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 Bourgeon Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bourgeon Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email