Halpern Financial, Inc. Ishares Tr Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Halpern Financial, Inc. holds 155,026 shares of IEFA stock, worth $13.8 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares

155,026

Previous 157,386 1.5%

Holding current value

$13.8 Million

Previous $11.4 Billion 4.75%

% of portfolio

3.08%

Previous 3.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$70.09 - $78.74 $165,412 - $185,826	-2,360 Reduced 1.5%	155,026 $12 Billion
Q2 2024 Jul 08, 2024	SELL	$70.77 - $76.19 $134,179 - $144,456	-1,896 Reduced 1.19%	157,386 $11.4 Billion
Q1 2024 Apr 09, 2024	SELL	$68.14 - $74.43 $80,745 - $88,199	-1,185 Reduced 0.74%	159,282 $11.8 Billion
Q4 2023 Jan 19, 2024	SELL	$61.3 - $70.47 $5.49 Million - $6.31 Million	-89,557 Reduced 35.82%	160,467 $11.1 Billion
Q3 2023 Oct 10, 2023	SELL	$64.04 - $69.58 $433,486 - $470,987	-6,769 Reduced 2.64%	250,024 $16.1 Billion

Q2 2023 Sep 21, 2023	BUY	$66.03 - $69.1 $4.95 Million - $5.18 Million	74,933 Added 41.2%	256,793 $17.3 Billion
Q1 2023 Sep 21, 2023	BUY	$62.17 - $67.7 $1.14 Million - $1.24 Million	18,300 Added 11.19%	181,860 $12.2 Billion
Q4 2022 Sep 21, 2023	BUY	$52.35 - $63.65 $21,777 - $26,478	416 Added 0.25%	163,560 $10.1 Billion
Q3 2022 Sep 21, 2023	BUY	$52.32 - $63.1 $449,899 - $542,596	8,599 Added 5.56%	163,144 $8.59 Billion
Q2 2022 Sep 21, 2023	BUY	$57.91 - $70.46 $87,444 - $106,394	1,510 Added 0.99%	154,545 $9.09 Billion
Q1 2022 Sep 21, 2023	BUY	$63.26 - $75.48 $59,148 - $70,573	935 Added 0.61%	153,035 $10.6 Billion
Q4 2021 Sep 21, 2023	SELL	$72.36 - $77.76 $1.94 Million - $2.09 Million	-26,860 Reduced 15.01%	152,100 $11.4 Billion
Q3 2021 Sep 21, 2023	BUY	$72.98 - $78.2 $2.4 Million - $2.58 Million	32,950 Added 22.57%	178,960 $13.3 Billion
Q2 2021 Sep 21, 2023	BUY	$73.11 - $77.88 $868,327 - $924,980	11,877 Added 8.85%	146,010 $10.9 Billion
Q1 2021 Sep 21, 2023	BUY	$68.58 - $73.12 $363,474 - $387,536	5,300 Added 4.11%	134,133 $9.66 Billion
Q4 2020 Sep 21, 2023	BUY	$58.13 - $69.71 $73,534 - $88,183	1,265 Added 0.99%	128,833 $8.9 Billion
Q3 2020 Sep 21, 2023	BUY	$57.43 - $62.28 $251,428 - $272,661	4,378 Added 3.55%	127,568 $7.69 Billion
Q2 2020 Sep 21, 2023	BUY	$47.43 - $60.75 $631,056 - $808,278	13,305 Added 12.11%	123,190 $7.04 Billion
Q1 2020 Sep 21, 2023	SELL	$43.31 - $66.12 $22,694 - $34,646	-524 Reduced 0.47%	109,885 $5.48 Billion
Q4 2019 Sep 21, 2023	BUY	$59.36 - $65.51 $6.55 Million - $7.23 Million	110,409 New	110,409 $7.2 Billion

Others Institutions Holding IEFA

# of Institutions

2,422

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
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Halpern Financial, Inc. Ishares Tr Transaction History