Highland Financial Advisors, LLC Ishares Tr Transaction History

Highland Financial Advisors, LLC

$281 Million
Q3 2024

A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 21,930 shares of IEFA stock, worth $1.56 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

21,930

Previous 22,336 1.82%

Holding current value

$1.56 Million

Previous $1.62 Million 5.55%

% of portfolio

0.61%

Previous 0.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$70.09 - $78.74 $28,456 - $31,968	-406 Reduced 1.82%	21,930 $1.71 Million
Q2 2024 Jul 17, 2024	SELL	$70.77 - $76.19 $343,729 - $370,054	-4,857 Reduced 17.86%	22,336 $1.62 Million
Q1 2024 May 06, 2024	BUY	$68.14 - $74.43 $37,340 - $40,787	548 Added 2.06%	27,193 $2.02 Million
Q4 2023 Jan 18, 2024	BUY	$61.3 - $70.47 $84,410 - $97,037	1,377 Added 5.45%	26,645 $1.88 Million
Q3 2023 Oct 25, 2023	BUY	$64.04 - $69.58 $7,428 - $8,071	116 Added 0.46%	25,268 $1.63 Million
Q2 2023 Jul 13, 2023	SELL	$66.03 - $69.1 $92,111 - $96,394	-1,395 Reduced 5.25%	25,152 $1.7 Million
Q1 2023 Apr 17, 2023	SELL	$62.17 - $67.7 $48,616 - $52,941	-782 Reduced 2.86%	26,547 $1.78 Million
Q4 2022 Feb 08, 2023	SELL	$52.35 - $63.65 $336,348 - $408,951	-6,425 Reduced 19.03%	27,329 $1.69 Million
Q3 2022 Nov 15, 2022	SELL	$52.32 - $63.1 $82,613 - $99,634	-1,579 Reduced 4.47%	33,754 $1.78 Million
Q2 2022 Aug 04, 2022	BUY	$57.91 - $70.46 $2.05 Million - $2.49 Million	35,333 New	35,333 $2.08 Million

Others Institutions Holding IEFA

# of Institutions

2,002

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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Highland Financial Advisors, LLC Ishares Tr Transaction History