Center For Financial Planning, Inc. Ishares Tr Transaction History

Center For Financial Planning, Inc.

$736 Million
Q3 2024

A detailed history of Center For Financial Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 1,037,352 shares of IEFA stock, worth $74 Million. This represents 11.0% of its overall portfolio holdings.

Number of Shares

1,037,352

Previous 1,024,897 1.22%

Holding current value

$74 Million

Previous $74.4 Million 8.75%

% of portfolio

11.0%

Previous 10.77%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$70.09 - $78.74 $872,970 - $980,706	12,455 Added 1.22%	1,037,352 $81 Million
Q2 2024 Jul 18, 2024	BUY	$70.77 - $76.19 $976,696 - $1.05 Million	13,801 Added 1.36%	1,024,897 $74.4 Million
Q1 2024 Apr 25, 2024	BUY	$68.14 - $74.43 $2.93 Million - $3.2 Million	43,049 Added 4.45%	1,011,096 $75 Million
Q4 2023 Jan 29, 2024	BUY	$61.3 - $70.47 $1.3 Million - $1.49 Million	21,149 Added 2.23%	968,047 $68.1 Million
Q3 2023 Oct 24, 2023	BUY	$64.04 - $69.58 $1.71 Million - $1.86 Million	26,758 Added 2.91%	946,898 $60.9 Million
Q2 2023 Aug 09, 2023	SELL	$66.03 - $69.1 $210,569 - $220,359	-3,189 Reduced 0.35%	920,140 $62.1 Million
Q1 2023 May 02, 2023	SELL	$62.17 - $67.7 $149,891 - $163,224	-2,411 Reduced 0.26%	923,329 $61.7 Million
Q4 2022 Jan 27, 2023	BUY	$52.35 - $63.65 $2.15 Million - $2.62 Million	41,119 Added 4.65%	925,740 $0
Q3 2022 Oct 14, 2022	BUY	$52.32 - $63.1 $734,729 - $886,113	14,043 Added 1.61%	884,621 $46.6 Million
Q2 2022 Aug 12, 2022	BUY	$57.91 - $70.46 $368,365 - $448,196	6,361 Added 0.74%	870,578 $51.2 Million
Q1 2022 May 03, 2022	BUY	$63.26 - $75.48 $2.33 Million - $2.79 Million	36,900 Added 4.46%	864,217 $60.1 Million
Q4 2021 Feb 08, 2022	BUY	$72.36 - $77.76 $2.97 Million - $3.19 Million	41,016 Added 5.22%	827,317 $61.8 Million
Q3 2021 Oct 27, 2021	BUY	$72.98 - $78.2 $134,356 - $143,966	1,841 Added 0.23%	786,301 $58.4 Million
Q2 2021 Jul 29, 2021	SELL	$73.11 - $77.88 $637,957 - $679,580	-8,726 Reduced 1.1%	784,460 $58.7 Million
Q1 2021 May 10, 2021	BUY	$68.58 - $73.12 $81,747 - $87,159	1,192 Added 0.15%	793,186 $57.1 Million
Q4 2020 Feb 09, 2021	SELL	$58.13 - $69.71 $996,580 - $1.2 Million	-17,144 Reduced 2.12%	791,994 $54.7 Million
Q3 2020 Nov 12, 2020	SELL	$57.43 - $62.28 $650,050 - $704,947	-11,319 Reduced 1.38%	809,138 $48.8 Million
Q2 2020 Aug 06, 2020	SELL	$47.43 - $60.75 $120,092 - $153,819	-2,532 Reduced 0.31%	820,457 $46.9 Million
Q1 2020 May 11, 2020	SELL	$43.31 - $66.12 $2.01 Million - $3.07 Million	-46,383 Reduced 5.34%	822,989 $41.1 Million
Q4 2019 Feb 14, 2020	BUY	$59.36 - $65.51 $51.6 Million - $57 Million	869,372 New	869,372 $56.7 Million

Others Institutions Holding IEFA

# of Institutions

2,017

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
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Center For Financial Planning, Inc. Ishares Tr Transaction History