Gradient Investments LLC Ishares Tr Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$70.77 - $76.19 $153,783 - $165,560	2,173 Added 242.52%	3,069 $222,000
Q1 2024 Apr 23, 2024	SELL	$68.14 - $74.43 $14,377 - $15,704	-211 Reduced 19.06%	896 $66,000
Q4 2023 Jan 18, 2024	BUY	$61.3 - $70.47 $15,938 - $18,322	260 Added 30.7%	1,107 $77,000
Q3 2023 Oct 27, 2023	SELL	$64.04 - $69.58 $4,738 - $5,148	-74 Reduced 8.03%	847 $54,000
Q2 2023 Jul 11, 2023	SELL	$66.03 - $69.1 $44,570 - $46,642	-675 Reduced 42.29%	921 $62,000
Q1 2023 Apr 17, 2023	BUY	$62.17 - $67.7 $45,694 - $49,759	735 Added 85.37%	1,596 $106,000
Q4 2022 Jan 10, 2023	SELL	$52.35 - $63.65 $3,036 - $3,691	-58 Reduced 6.31%	861 $0
Q3 2022 Oct 14, 2022	BUY	$52.32 - $63.1 $18,835 - $22,716	360 Added 64.4%	919 $48,000
Q2 2022 Jul 11, 2022	BUY	$57.91 - $70.46 $16,504 - $20,081	285 Added 104.01%	559 $33,000
Q1 2022 May 26, 2022	BUY	$63.26 - $75.48 $2,087 - $2,490	33 Added 13.69%	274 $19,000
Q4 2021 Jan 12, 2022	SELL	$72.36 - $77.76 $29,595 - $31,803	-409 Reduced 62.92%	241 $18,000
Q3 2021 Oct 18, 2021	BUY	$72.98 - $78.2 $15,398 - $16,500	211 Added 48.06%	650 $48,000
Q2 2021 Jul 12, 2021	BUY	$73.11 - $77.88 $1,389 - $1,479	19 Added 4.52%	439 $33,000
Q1 2021 Apr 21, 2021	SELL	$68.58 - $73.12 $22,151 - $23,617	-323 Reduced 43.47%	420 $30,000
Q3 2020 Oct 06, 2020	SELL	$57.43 - $62.28 $6,547 - $7,099	-114 Reduced 13.3%	743 $45,000
Q2 2020 Jul 10, 2020	BUY	$47.43 - $60.75 $1,043 - $1,336	22 Added 2.63%	857 $49,000
Q1 2020 Apr 07, 2020	SELL	$43.31 - $66.12 $10,264 - $15,670	-237 Reduced 22.11%	835 $42,000
Q4 2019 Jan 15, 2020	SELL	$59.36 - $65.51 $36,684 - $40,485	-618 Reduced 36.57%	1,072 $70,000
Q3 2019 Oct 10, 2019	BUY	$57.44 - $62.42 $3,159 - $3,433	55 Added 3.36%	1,690 $103,000
Q2 2019 Jul 16, 2019	BUY	$59.39 - $62.73 $66,516 - $70,257	1,120 Added 217.48%	1,635 $100,000
Q1 2019 Apr 11, 2019	SELL	$54.44 - $61.46 $34,079 - $38,473	-626 Reduced 54.86%	515 $31,000
Q4 2018 Jan 18, 2019	BUY	$53.06 - $64.19 $53,378 - $64,575	1,006 Added 745.19%	1,141 $63,000
Q3 2018 Oct 11, 2018	BUY	$61.82 - $65.16 $8,345 - $8,796	135 New	135 $9,000
Q2 2018 Aug 09, 2018	SELL	$62.74 - $67.79 $3,325 - $3,592	-53 Closed	0 $0
Q1 2018 Apr 11, 2018	BUY	$64.18 - $70.84 $3,401 - $3,754	53 New	53 $3,000

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

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