Capasso Planning Partners LLC Ishares Tr Transaction History

Capasso Planning Partners LLC

$330 Million
Q3 2024

A detailed history of Capasso Planning Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Capasso Planning Partners LLC holds 7,162 shares of IEFA stock, worth $532,136. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,162

Previous 5,581 28.33%

Holding current value

$532,136

Previous $405,000 37.78%

% of portfolio

0.17%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 02, 2024	BUY	$70.09 - $78.74 $110,812 - $124,487	1,581 Added 28.33%	7,162 $558,000
Q2 2024 Dec 02, 2024	SELL	$70.77 - $76.19 $212 - $228	-3 Reduced 0.05%	5,581 $405,000
Q1 2024 Apr 23, 2024	BUY	$68.14 - $74.43 $204 - $223	3 Added 0.05%	5,584 $414,000
Q4 2023 Jan 26, 2024	SELL	$61.3 - $70.47 $14,221 - $16,349	-232 Reduced 3.99%	5,581 $392,000
Q3 2023 Oct 25, 2023	BUY	$64.04 - $69.58 $768 - $834	12 Added 0.21%	5,813 $374,000
Q2 2023 Aug 10, 2023	BUY	$66.03 - $69.1 $5,216 - $5,458	79 Added 1.38%	5,801 $391,000
Q4 2022 Jan 20, 2023	SELL	$52.35 - $63.65 $46,434 - $56,457	-887 Reduced 13.42%	5,722 $0
Q3 2022 Nov 09, 2022	BUY	$52.32 - $63.1 $345,782 - $417,027	6,609 New	6,609 $348,000

Others Institutions Holding IEFA

# of Institutions

2,040

Shares Held

1.44B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capasso Planning Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capasso Planning Partners LLC with notifications on news.

Account

Capasso Planning Partners LLC Ishares Tr Transaction History