Colton Groome Financial Advisors, LLC Ishares Tr Transaction History

Colton Groome Financial Advisors, LLC

$267 Million
Q3 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 30,274 shares of IEFA stock, worth $2.16 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

30,274

Previous 31,704 4.51%

Holding current value

$2.16 Million

Previous $2.3 Million 2.61%

% of portfolio

0.88%

Previous 0.91%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$70.09 - $78.74 $100,228 - $112,598	-1,430 Reduced 4.51%	30,274 $2.36 Million
Q2 2024 Jul 24, 2024	SELL	$70.77 - $76.19 $172,608 - $185,827	-2,439 Reduced 7.14%	31,704 $2.3 Million
Q1 2024 Apr 18, 2024	SELL	$68.14 - $74.43 $625,525 - $683,267	-9,180 Reduced 21.19%	34,143 $2.53 Million
Q4 2023 Jan 31, 2024	SELL	$61.3 - $70.47 $360,750 - $414,715	-5,885 Reduced 11.96%	43,323 $3.05 Million
Q3 2023 Oct 23, 2023	SELL	$64.04 - $69.58 $1.2 Million - $1.3 Million	-18,729 Reduced 27.57%	49,208 $3.17 Million
Q2 2023 Jul 27, 2023	BUY	$66.03 - $69.1 $1.94 Million - $2.03 Million	29,397 Added 76.28%	67,937 $4.59 Million
Q1 2023 Apr 17, 2023	BUY	$62.17 - $67.7 $294,374 - $320,559	4,735 Added 14.01%	38,540 $2.58 Million
Q4 2022 Jan 25, 2023	SELL	$52.35 - $63.65 $31,410 - $38,190	-600 Reduced 1.74%	33,805 $0
Q3 2022 Oct 20, 2022	SELL	$52.32 - $63.1 $228,376 - $275,431	-4,365 Reduced 11.26%	34,405 $1.81 Million
Q2 2022 Jul 26, 2022	BUY	$57.91 - $70.46 $1.55 Million - $1.89 Million	26,845 Added 225.12%	38,770 $2.28 Million
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $417,516 - $498,168	6,600 Added 123.94%	11,925 $829,000
Q4 2021 Jan 19, 2022	BUY	$72.36 - $77.76 $70,551 - $75,816	975 Added 22.41%	5,325 $397,000
Q2 2021 Jul 21, 2021	BUY	$73.11 - $77.88 $29,244 - $31,152	400 Added 10.13%	4,350 $326,000
Q1 2021 Apr 21, 2021	BUY	$68.58 - $73.12 $270,891 - $288,824	3,950 New	3,950 $285,000

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
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Colton Groome Financial Advisors, LLC Ishares Tr Transaction History