Jackson, Grant Investment Advisers, Inc. Ishares Tr Transaction History

Jackson, Grant Investment Advisers, Inc.

$269 Million
Q2 2025

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 308 shares of IEFA stock, worth $27,110. This represents 0.01% of its overall portfolio holdings.

Number of Shares

308

Previous 3,417 90.99%

Holding current value

$27,110

Previous $258,000 90.31%

% of portfolio

0.01%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$67.83 - $84.09 $210,883 - $261,435	-3,109 Reduced 90.99%	308 $25,000
Q4 2024 Jan 27, 2025	BUY	$70.06 - $77.43 $70 - $77	1 Added 0.03%	3,417 $240,000
Q3 2024 Oct 17, 2024	BUY	$70.09 - $78.74 $5,817 - $6,535	83 Added 2.49%	3,416 $266,000
Q2 2024 Jul 16, 2024	BUY	$70.77 - $76.19 $146,776 - $158,018	2,074 Added 164.73%	3,333 $242,000
Q3 2023 Oct 13, 2023	BUY	$64.04 - $69.58 $66,409 - $72,154	1,037 Added 467.12%	1,259 $81,000
Q1 2023 May 02, 2023	BUY	$62.17 - $67.7 $13,801 - $15,029	222 New	222 $14,000
Q1 2019 May 07, 2019	SELL	$54.44 - $61.46 $8,547 - $9,649	-157 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	$53.06 - $64.19 $8,330 - $10,077	157 New	157 $9,000

Others Institutions Holding IEFA

# of Institutions

2,367

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Jackson, Grant Investment Advisers, Inc. Ishares Tr Transaction History