Dean, Jacobson Financial Services, LLC Ishares Tr Transaction History

Dean, Jacobson Financial Services, LLC

  • $133 Million
  • Q3 2024

A detailed history of Dean, Jacobson Financial Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dean, Jacobson Financial Services, LLC holds 319,103 shares of IEFA stock, worth $23.8 Million. This represents 18.71% of its overall portfolio holdings.

Number of Shares
319,103
Previous 321,402 0.72%
Holding current value
$23.8 Million
Previous $23.3 Million 6.68%
% of portfolio
18.71%
Previous 18.9%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$70.09 - $78.74 $161,136 - $181,023
-2,299 Reduced 0.72%
319,103 $24.9 Million
Q2 2024

Aug 09, 2024
BUY
$70.77 - $76.19 $201,057 - $216,455
2,841 Added 0.89%
321,402 $23.3 Million
Q1 2024

Apr 19, 2024
BUY
$68.14 - $74.43 $101,460 - $110,826
1,489 Added 0.47%
318,561 $23.6 Million
Q4 2023

Feb 07, 2024
SELL
$61.3 - $70.47 $758,158 - $871,572
-12,368 Reduced 3.75%
317,072 $22.3 Million
Q3 2023

Oct 13, 2023
BUY
$64.04 - $69.58 $303,165 - $329,391
4,734 Added 1.46%
329,440 $21.2 Million
Q2 2023

Jul 26, 2023
SELL
$66.03 - $69.1 $162,829 - $170,400
-2,466 Reduced 0.75%
324,706 $21.9 Million
Q1 2023

May 15, 2023
BUY
$62.17 - $67.7 $20.3 Million - $22.1 Million
327,172 New
327,172 $21.9 Million
Q1 2022

May 02, 2022
SELL
$63.26 - $75.48 $18.5 Million - $22.1 Million
-292,280 Closed
0 $0
Q4 2021

Feb 16, 2022
SELL
$72.36 - $77.76 $45,731 - $49,144
-632 Reduced 0.22%
292,280 $21.8 Million
Q4 2021

Feb 15, 2022
BUY
$72.36 - $77.76 $21.2 Million - $22.8 Million
292,912 New
292,912 $21.9 Million

Others Institutions Holding IEFA

# of Institutions
1,972
Shares Held
1.42B
Call Options Held
141K
Put Options Held
534K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Dean, Jacobson Financial Services, LLC Portfolio

Follow Dean, Jacobson Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dean, Jacobson Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dean, Jacobson Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email