A detailed history of Calton & Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Calton & Associates, Inc. holds 3,057 shares of IEFA stock, worth $214,876. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,057
Previous 1,315 132.47%
Holding current value
$214,876
Previous $102,000 133.33%
% of portfolio
0.1%
Previous 0.02%

Shares

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

Oct 21, 2024

BUY
$70.09 - $78.74 $122,096 - $137,165
1,742 Added 132.47%
3,057 $238,000
Q3 2024

Oct 18, 2024

BUY
$70.09 - $78.74 $92,168 - $103,543
1,315 New
1,315 $102,000
Q2 2022

Jul 12, 2022

SELL
$57.91 - $70.46 $466,580 - $567,696
-8,057 Closed
0 $0
Q1 2022

Apr 12, 2022

SELL
$63.26 - $75.48 $75,848 - $90,500
-1,199 Reduced 12.95%
8,057 $560,000
Q4 2021

Jan 13, 2022

SELL
$72.36 - $77.76 $555,073 - $596,496
-7,671 Reduced 45.32%
9,256 $690,000
Q3 2021

Nov 05, 2021

SELL
$72.98 - $78.2 $509,327 - $545,757
-6,979 Reduced 29.19%
16,927 $1.26 Million
Q2 2021

Aug 11, 2021

BUY
$73.11 - $77.88 $48,764 - $51,945
667 Added 2.87%
23,906 $1.79 Million
Q1 2021

May 03, 2021

BUY
$68.58 - $73.12 $25,786 - $27,493
376 Added 1.64%
23,239 $1.67 Million
Q4 2020

Jan 25, 2021

BUY
$58.13 - $69.71 $204,733 - $245,518
3,522 Added 18.21%
22,863 $1.58 Million
Q3 2020

Oct 30, 2020

BUY
$57.43 - $62.28 $157,473 - $170,771
2,742 Added 16.52%
19,341 $1.17 Million
Q2 2020

Aug 10, 2020

BUY
$47.43 - $60.75 $787,290 - $1.01 Million
16,599 New
16,599 $949,000
Q1 2020

Apr 30, 2020

SELL
$43.31 - $66.12 $236,559 - $361,147
-5,462 Closed
0 $0
Q4 2019

Feb 03, 2020

BUY
$59.36 - $65.51 $324,224 - $357,815
5,462 New
5,462 $356,000
Q4 2018

Feb 11, 2019

SELL
$53.06 - $64.19 $188,256 - $227,746
-3,548 Closed
0 $0
Q3 2018

Oct 24, 2018

SELL
$61.82 - $65.16 $69,300 - $73,044
-1,121 Reduced 24.01%
3,548 $227,000
Q2 2018

Aug 10, 2018

SELL
$62.74 - $67.79 $51,948 - $56,130
-828 Reduced 15.06%
4,669 $301,000
Q1 2018

Apr 17, 2018

SELL
$64.18 - $70.84 $166,033 - $183,263
-2,587 Reduced 32.0%
5,497 $362,000
Q4 2017

Feb 05, 2018

BUY
$64.09 - $66.44 $518,103 - $537,100
8,084
8,084 $568,000

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Calton & Associates, Inc. Portfolio

Follow Calton & Associates, Inc. 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 Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.