Investmark Advisory Group LLC Ishares Tr Transaction History

Investmark Advisory Group LLC

$179 Million
Q1 2024

A detailed history of Investmark Advisory Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Investmark Advisory Group LLC holds 10,018 shares of IEFA stock, worth $727,707. This represents 0.41% of its overall portfolio holdings.

Number of Shares

10,018

Previous 9,994 0.24%

Holding current value

$727,707

Previous $703,000 5.69%

% of portfolio

0.41%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 17, 2024	BUY	$68.14 - $74.43 $1,635 - $1,786	24 Added 0.24%	10,018 $743,000
Q4 2023 Feb 14, 2024	BUY	$61.3 - $70.47 $7,662 - $8,808	125 Added 1.27%	9,994 $703,000
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $11,291 - $11,816	171 Added 1.76%	9,869 $666,000
Q1 2023 May 15, 2023	BUY	$62.17 - $67.7 $2,051 - $2,234	33 Added 0.34%	9,698 $648,000
Q4 2022 Jan 24, 2023	BUY	$56.86 - $63.65 $6,880 - $7,701	121 Added 1.27%	9,665 $0

Q2 2022 Jul 15, 2022	BUY	$57.91 - $70.46 $11,118 - $13,528	192 Added 2.05%	9,544 $561,000
Q1 2022 May 03, 2022	BUY	$63.26 - $75.48 $1,897 - $2,264	30 Added 0.32%	9,352 $650,000
Q4 2021 May 03, 2022	BUY	$72.36 - $77.76 $674,539 - $724,878	9,322 New	9,322 $695,000

Others Institutions Holding IEFA

# of Institutions

1,887

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

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About ISHARES TR

Ticker IEFA
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Investmark Advisory Group LLC Ishares Tr Transaction History