Global Retirement Partners, LLC Ishares Tr Transaction History

Global Retirement Partners, LLC

$3.15 Billion
Q2 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 13,589 shares of IEZ stock, worth $273,003. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,589

Previous 13,556 0.24%

Holding current value

$273,003

Previous $320,000 5.63%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$20.73 - $24.62 $684 - $812	33 Added 0.24%	13,589 $302,000
Q1 2024 Apr 23, 2024	SELL	$19.85 - $23.65 $3,493 - $4,162	-176 Reduced 1.28%	13,556 $320,000
Q4 2023 Jan 18, 2024	BUY	$20.39 - $24.27 $221,945 - $264,178	10,885 Added 382.33%	13,732 $301,000
Q3 2023 Oct 13, 2023	BUY	$20.14 - $25.39 $6,323 - $7,972	314 Added 12.4%	2,847 $68,000
Q2 2023 Jul 20, 2023	BUY	$17.22 - $20.49 $40,346 - $48,008	2,343 Added 1233.16%	2,533 $50,000
Q1 2023 May 05, 2023	BUY	$17.87 - $23.07 $17 - $23	1 Added 0.53%	190 $3,000
Q4 2022 Feb 13, 2023	BUY	$15.41 - $21.93 $2,881 - $4,100	187 Added 9350.0%	189 $4,000
Q3 2022 Nov 03, 2022	SELL	$13.6 - $17.49 $46,933 - $60,357	-3,451 Reduced 99.94%	2 $0
Q2 2022 Jul 15, 2022	BUY	$15.24 - $21.54 $3,931 - $5,557	258 Added 8.08%	3,453 $55,000
Q1 2022 Jul 14, 2022	BUY	$13.71 - $20.0 $43,803 - $63,900	3,195 New	3,195 $62,000
Q3 2020 Oct 09, 2020	SELL	$7.21 - $10.21 $84,767 - $120,038	-11,757 Closed	0 $0
Q2 2020 Jul 13, 2020	SELL	$5.54 - $11.92 $8,841 - $19,024	-1,596 Reduced 11.95%	11,757 $101,000
Q1 2020 Apr 28, 2020	BUY	$5.21 - $20.93 $14,686 - $59,001	2,819 Added 26.76%	13,353 $79,000
Q4 2019 Jan 23, 2020	BUY	$16.26 - $20.54 $4,975 - $6,285	306 Added 2.99%	10,534 $214,000
Q3 2019 Nov 19, 2019	BUY	$17.61 - $20.88 $180,115 - $213,560	10,228 New	10,228 $180,000
Q4 2017 Aug 13, 2018	SELL	N/A	-281 Closed	0 $0
Q3 2017 Aug 10, 2018	BUY	N/A	281	281 $10,000

Others Institutions Holding IEZ

# of Institutions

Shares Held

4.15M

Call Options Held

50.5K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEZ
Sector ETFs
Industry ETFs

More about IEZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Ishares Tr Transaction History