Colton Groome Financial Advisors, LLC Ishares Tr Transaction History

Colton Groome Financial Advisors, LLC

$256 Million
Q1 2025

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 89,456 shares of GBF stock, worth $9.12 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

89,456

Previous 28,943 209.08%

Holding current value

$9.12 Million

Previous $2.96 Million 214.91%

% of portfolio

3.64%

Previous 1.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$101.08 - $104.63 $6.12 Million - $6.33 Million	60,513 Added 209.08%	89,456 $9.32 Million
Q4 2024 Jan 23, 2025	SELL	$101.93 - $106.84 $22,628 - $23,718	-222 Reduced 0.76%	28,943 $2.96 Million
Q3 2024 Oct 24, 2024	SELL	$101.73 - $107.63 $219,126 - $231,835	-2,154 Reduced 6.88%	29,165 $3.12 Million
Q2 2024 Jul 24, 2024	SELL	$100.7 - $103.5 $82,070 - $84,352	-815 Reduced 2.54%	31,319 $3.22 Million
Q1 2024 Apr 18, 2024	SELL	$102.6 - $105.21 $29,241 - $29,984	-285 Reduced 0.88%	32,134 $3.33 Million
Q4 2023 Jan 31, 2024	BUY	$97.69 - $105.72 $1.06 Million - $1.14 Million	10,814 Added 50.05%	32,419 $3.41 Million
Q3 2023 Oct 23, 2023	BUY	$99.86 - $104.45 $280,706 - $293,608	2,811 Added 14.96%	21,605 $2.16 Million
Q2 2023 Jul 27, 2023	BUY	$103.38 - $106.64 $493,225 - $508,779	4,771 Added 34.02%	18,794 $1.95 Million
Q1 2023 Apr 17, 2023	BUY	$102.12 - $106.7 $230,178 - $240,501	2,254 Added 19.15%	14,023 $1.48 Million
Q4 2022 Jan 25, 2023	BUY	$99.29 - $105.6 $1.17 Million - $1.24 Million	11,769 New	11,769 $0

Others Institutions Holding GBF

# of Institutions

Shares Held

1.35M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker GBF
Sector ETFs
Industry ETFs

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Colton Groome Financial Advisors, LLC Ishares Tr Transaction History