Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 3,068 shares of IEFA stock, worth $237,954. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,068
Previous 3,036 1.05%
Holding current value
$237,954
Previous $236,000 8.9%
% of portfolio
0.04%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$70.06 - $77.43 $2,241 - $2,477
32 Added 1.05%
3,068 $215,000
Q3 2024

Oct 24, 2024
SELL
$70.09 - $78.74 $4,555 - $5,118
-65 Reduced 2.1%
3,036 $236,000
Q2 2024

Jul 31, 2024
SELL
$70.77 - $76.19 $31,492 - $33,904
-445 Reduced 12.55%
3,101 $225,000
Q1 2024

Apr 30, 2024
BUY
$68.14 - $74.43 $56,965 - $62,223
836 Added 30.85%
3,546 $263,000
Q4 2023

Apr 30, 2024
SELL
$61.3 - $70.47 $58,909 - $67,721
-961 Reduced 26.18%
2,710 $190,000
Q4 2023

Feb 05, 2024
SELL
$61.3 - $70.47 $58,909 - $67,721
-961 Reduced 26.18%
2,710 $190,000
Q3 2023

Apr 30, 2024
BUY
$64.04 - $69.58 $61,542 - $66,866
961 Added 35.46%
3,671 $236,000
Q3 2023

Oct 25, 2023
SELL
$64.04 - $69.58 $24,719 - $26,857
-386 Reduced 9.51%
3,671 $236,000
Q2 2023

Aug 07, 2023
BUY
$66.03 - $69.1 $33,939 - $35,517
514 Added 14.51%
4,057 $273,000
Q1 2023

Apr 26, 2023
SELL
$62.17 - $67.7 $174,759 - $190,304
-2,811 Reduced 44.24%
3,543 $236,000
Q4 2022

Jan 27, 2023
SELL
$52.35 - $63.65 $42,403 - $51,556
-810 Reduced 11.31%
6,354 $391,000
Q3 2022

Nov 10, 2022
SELL
$52.32 - $63.1 $58,964 - $71,113
-1,127 Reduced 13.59%
7,164 $377,000
Q2 2022

Aug 04, 2022
BUY
$57.91 - $70.46 $1,216 - $1,479
21 Added 0.25%
8,291 $488,000
Q1 2022

Apr 20, 2022
SELL
$63.26 - $75.48 $106,023 - $126,504
-1,676 Reduced 16.85%
8,270 $575,000
Q4 2021

Jan 21, 2022
BUY
$72.36 - $77.76 $627,867 - $674,723
8,677 Added 683.77%
9,946 $742,000
Q3 2021

Nov 09, 2021
SELL
$72.98 - $78.2 $174,276 - $186,741
-2,388 Reduced 65.3%
1,269 $94,000
Q2 2021

Jul 29, 2021
SELL
$73.11 - $77.88 $163,254 - $173,906
-2,233 Reduced 37.91%
3,657 $274,000
Q1 2021

May 13, 2021
BUY
$68.58 - $73.12 $233,926 - $249,412
3,411 Added 137.6%
5,890 $424,000
Q4 2020

Feb 16, 2021
BUY
$58.13 - $69.71 $144,104 - $172,811
2,479 New
2,479 $171,000

Others Institutions Holding IEFA

# of Institutions
2,164
Shares Held
1.51B
Call Options Held
86.4K
Put Options Held
6.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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