Financial Advocates Investment Management Ishares Tr Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Tr stock. As of the latest transaction made, Financial Advocates Investment Management holds 323,196 shares of IEFA stock, worth $23.7 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

323,196

Previous 290,587 11.22%

Holding current value

$23.7 Million

Previous $21.1 Million 19.5%

% of portfolio

1.42%

Previous 1.33%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$70.09 - $78.74 $2.29 Million - $2.57 Million	32,609 Added 11.22%	323,196 $25.2 Million
Q2 2024 Jul 26, 2024	BUY	$70.77 - $76.19 $123,139 - $132,570	1,740 Added 0.6%	290,587 $21.1 Million
Q1 2024 May 01, 2024	BUY	$68.14 - $74.43 $767,256 - $838,081	11,260 Added 4.06%	288,847 $21.4 Million
Q4 2023 Feb 08, 2024	BUY	$61.3 - $70.47 $883,394 - $1.02 Million	14,411 Added 5.48%	277,587 $19.5 Million
Q3 2023 Oct 27, 2023	BUY	$64.04 - $69.58 $1.49 Million - $1.62 Million	23,337 Added 9.73%	263,176 $16.9 Million
Q2 2023 Aug 07, 2023	BUY	$66.03 - $69.1 $359,335 - $376,042	5,442 Added 2.32%	239,839 $16.2 Million
Q1 2023 May 11, 2023	BUY	$62.17 - $67.7 $2.06 Million - $2.24 Million	33,153 Added 16.47%	234,397 $15.7 Million
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $1.3 Million - $1.58 Million	24,820 Added 14.07%	201,244 $12.4 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $1.57 Million - $1.89 Million	30,018 Added 20.5%	176,424 $9.29 Million
Q2 2022 Aug 12, 2022	BUY	$57.91 - $70.46 $506,017 - $615,679	8,738 Added 6.35%	146,406 $8.62 Million
Q1 2022 May 11, 2022	BUY	$63.26 - $75.48 $1.1 Million - $1.32 Million	17,429 Added 14.5%	137,668 $9.57 Million
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $961,013 - $1.03 Million	13,281 Added 12.42%	120,239 $8.98 Million
Q3 2021 Nov 04, 2021	BUY	$72.98 - $78.2 $1.2 Million - $1.29 Million	16,482 Added 18.22%	106,958 $7.94 Million
Q2 2021 Aug 03, 2021	SELL	$73.11 - $77.88 $1.7 Million - $1.81 Million	-23,207 Reduced 20.41%	90,476 $6.78 Million
Q1 2021 May 10, 2021	SELL	$68.58 - $73.12 $276,720 - $295,039	-4,035 Reduced 3.43%	113,683 $8.19 Million
Q4 2020 Feb 12, 2021	BUY	$58.13 - $69.71 $191,363 - $229,485	3,292 Added 2.88%	117,718 $12.6 Million
Q3 2020 Nov 04, 2020	SELL	$57.43 - $62.28 $1,091 - $1,183	-19 Reduced 0.02%	114,426 $6.9 Million
Q1 2020 Apr 29, 2020	SELL	$43.31 - $66.12 $329,285 - $502,710	-7,603 Reduced 6.23%	114,445 $4.59 Million
Q4 2019 Feb 13, 2020	BUY	$59.36 - $65.51 $2.23 Million - $2.46 Million	37,624 Added 44.57%	122,048 $7.96 Million
Q3 2019 Nov 13, 2019	BUY	$57.44 - $62.42 $230,276 - $250,241	4,009 Added 4.99%	84,424 $5.16 Million
Q2 2019 Aug 08, 2019	BUY	$59.39 - $62.73 $814,296 - $860,091	13,711 Added 20.55%	80,415 $4.94 Million
Q1 2019 May 16, 2019	BUY	$54.44 - $61.46 $91,622 - $103,437	1,683 Added 2.59%	66,704 $4.05 Million
Q4 2018 May 09, 2019	BUY	$53.06 - $64.19 $2.83 Million - $3.42 Million	53,323 Added 455.83%	65,021 $3.58 Million
Q4 2018 Mar 04, 2019	SELL	$53.06 - $64.19 $2.83 Million - $3.42 Million	-53,323 Reduced 82.01%	11,698 $643,000
Q4 2018 Feb 14, 2019	SELL	$53.06 - $64.19 $4.94 Million - $5.98 Million	-93,182 Reduced 58.9%	65,021 $3.58 Million
Q3 2018 Nov 14, 2018	BUY	$61.82 - $65.16 $2.71 Million - $2.85 Million	43,798 Added 38.28%	158,203 $0
Q2 2018 Aug 09, 2018	BUY	$62.74 - $67.79 $687,630 - $742,978	10,960 Added 10.6%	114,405 $7.21 Million
Q1 2018 May 11, 2018	BUY	$64.18 - $70.84 $234,321 - $258,636	3,651 Added 3.66%	103,445 $6.82 Million
Q4 2017 Feb 15, 2018	BUY	$64.09 - $66.44 $6.4 Million - $6.63 Million	99,794	99,794 $6.6 Million

Others Institutions Holding IEFA

# of Institutions

2,002

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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Financial Advocates Investment Management Ishares Tr Transaction History