Bull Oak Capital, LLC Ishares Tr Transaction History

Bull Oak Capital, LLC

$172 Million
Q3 2024

A detailed history of Bull Oak Capital, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bull Oak Capital, LLC holds 290,712 shares of IEFA stock, worth $20.9 Million. This represents 13.22% of its overall portfolio holdings.

Number of Shares

290,712

Previous 283,823 2.43%

Holding current value

$20.9 Million

Previous $20.6 Million 10.06%

% of portfolio

13.22%

Previous 17.65%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$70.09 - $78.74 $482,850 - $542,439	6,889 Added 2.43%	290,712 $22.7 Million
Q2 2024 Jul 18, 2024	BUY	$70.77 - $76.19 $3.51 Million - $3.77 Million	49,544 Added 21.15%	283,823 $20.6 Million
Q1 2024 Apr 11, 2024	SELL	$68.14 - $74.43 $172,189 - $188,084	-2,527 Reduced 1.07%	234,279 $17.4 Million
Q4 2023 Jan 29, 2024	BUY	$61.3 - $70.47 $14.5 Million - $16.7 Million	236,806 New	236,806 $16.7 Million
Q3 2023 Nov 01, 2023	BUY	$64.04 - $69.58 $0 - $0	0 New	0 $0
Q4 2022 Jan 13, 2023	BUY	$52.35 - $63.65 $3.86 Million - $4.69 Million	73,643 New	73,643 $0
Q2 2022 Oct 04, 2022	SELL	$57.91 - $70.46 $210,966 - $256,685	-3,643 Closed	0 $0
Q4 2021 Sep 28, 2022	BUY	$72.36 - $77.76 $263,607 - $283,279	3,643 New	3,643 $272,000

Others Institutions Holding IEFA

# of Institutions

2,002

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Bull Oak Capital, LLC Ishares Tr Transaction History