Global Retirement Partners, LLC Ishares Tr Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Global Retirement Partners, LLC holds 291,568 shares of IEFA stock, worth $20.6 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

291,568

Previous 338,072 13.76%

Holding current value

$20.6 Million

Previous $24.6 Million 7.33%

% of portfolio

0.7%

Previous 0.78%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$70.09 - $78.74 $3.26 Million - $3.66 Million	-46,504 Reduced 13.76%	291,568 $22.8 Million
Q2 2024 Jul 23, 2024	BUY	$70.77 - $76.19 $2.28 Million - $2.45 Million	32,179 Added 10.52%	338,072 $24.6 Million
Q1 2024 Apr 23, 2024	BUY	$68.14 - $74.43 $503,622 - $550,112	7,391 Added 2.48%	305,893 $22.7 Million
Q4 2023 Jan 18, 2024	BUY	$61.3 - $70.47 $1.07 Million - $1.23 Million	17,408 Added 6.19%	298,502 $21 Million
Q3 2023 Oct 13, 2023	BUY	$64.04 - $69.58 $463,969 - $504,107	7,245 Added 2.65%	281,094 $18.1 Million
Q2 2023 Jul 20, 2023	BUY	$66.03 - $69.1 $1.19 Million - $1.25 Million	18,067 Added 7.06%	273,849 $18.5 Million
Q1 2023 May 05, 2023	BUY	$62.17 - $67.7 $2.77 Million - $3.01 Million	44,524 Added 21.08%	255,782 $17.1 Million
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $2,617 - $3,182	50 Added 0.02%	211,258 $13 Million
Q3 2022 Nov 03, 2022	BUY	$52.32 - $63.1 $488,878 - $589,606	9,344 Added 4.63%	211,208 $11.8 Million
Q2 2022 Jul 15, 2022	SELL	$57.91 - $70.46 $31,676 - $38,541	-547 Reduced 0.27%	201,864 $11.9 Million
Q1 2022 Jul 14, 2022	BUY	$63.26 - $75.48 $12.8 Million - $15.3 Million	202,411 New	202,411 $13.1 Million
Q4 2021 Jan 21, 2022	SELL	$72.36 - $77.76 $11.5 Million - $12.3 Million	-158,543 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$72.98 - $78.2 $1.06 Million - $1.14 Million	14,569 Added 10.12%	158,543 $11.8 Million
Q2 2021 Jul 15, 2021	BUY	$73.11 - $77.88 $1 Million - $1.07 Million	13,693 Added 10.51%	143,974 $10.8 Million
Q1 2021 Apr 14, 2021	BUY	$68.58 - $73.12 $272,742 - $290,798	3,977 Added 3.15%	130,281 $9.39 Million
Q4 2020 Jan 13, 2021	BUY	$58.13 - $69.71 $1.41 Million - $1.69 Million	24,205 Added 23.71%	126,304 $8.73 Million
Q3 2020 Oct 09, 2020	SELL	$57.43 - $62.28 $10.7 Million - $11.6 Million	-186,266 Reduced 64.59%	102,099 $6.16 Million
Q2 2020 Jul 13, 2020	SELL	$47.43 - $60.75 $1.9 Million - $2.44 Million	-40,141 Reduced 12.22%	288,365 $16.5 Million
Q1 2020 Apr 28, 2020	SELL	$43.31 - $66.12 $389,183 - $594,154	-8,986 Reduced 2.66%	328,506 $16.4 Million
Q4 2019 Jan 23, 2020	BUY	$59.36 - $65.51 $871,701 - $962,014	14,685 Added 4.55%	337,492 $22 Million
Q3 2019 Nov 19, 2019	BUY	$57.44 - $62.42 $1.33 Million - $1.45 Million	23,205 Added 7.75%	322,807 $19.7 Million
Q2 2019 Nov 19, 2019	BUY	$59.39 - $62.73 $2.17 Million - $2.29 Million	36,570 Added 13.9%	299,602 $18.4 Million
Q1 2019 May 07, 2019	BUY	$54.44 - $61.46 $5.53 Million - $6.24 Million	101,560 Added 62.9%	263,032 $16 Million
Q4 2018 Feb 22, 2019	SELL	$53.06 - $64.19 $1.69 Million - $2.04 Million	-31,761 Reduced 16.44%	161,472 $8.88 Million
Q3 2018 Oct 17, 2018	BUY	$61.82 - $65.16 $548,281 - $577,904	8,869 Added 4.81%	193,233 $12.4 Million
Q2 2018 Aug 13, 2018	BUY	$62.74 - $67.79 $596,469 - $644,479	9,507 Added 5.44%	184,364 $11.7 Million
Q1 2018 Aug 10, 2018	BUY	$64.18 - $70.84 $8.34 Million - $9.2 Million	129,884 Added 288.8%	174,857 $11.5 Million
Q4 2017 Aug 13, 2018	BUY	$64.09 - $66.44 $650,257 - $674,100	10,146 Added 29.13%	44,973 $2.97 Million
Q3 2017 Aug 10, 2018	BUY	$62.19 - $64.17 $552,869 - $570,471	8,890 Added 34.28%	34,827 $2.24 Million
Q2 2017 Aug 10, 2018	BUY	N/A	2,705 Added 11.64%	25,937 $1.58 Million
Q1 2017 Aug 10, 2018	BUY	N/A	7,423 Added 46.95%	23,232 $1.35 Million
Q4 2016 Aug 10, 2018	BUY	N/A	15,809	15,809 $848,000

Others Institutions Holding IEFA

# of Institutions

2,004

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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Global Retirement Partners, LLC Ishares Tr Transaction History