Kmg Fiduciary Partners, LLC Ishares Tr Transaction History

Kmg Fiduciary Partners, LLC

$1.14 Billion
Q3 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 209,804 shares of IEFA stock, worth $15.1 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

209,804

Previous 203,396 3.15%

Holding current value

$15.1 Million

Previous $14.8 Million 10.84%

% of portfolio

1.44%

Previous 1.46%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$70.09 - $78.74 $449,136 - $504,565	6,408 Added 3.15%	209,804 $16.4 Million
Q2 2024 Jul 17, 2024	BUY	$70.77 - $76.19 $500,414 - $538,739	7,071 Added 3.6%	203,396 $14.8 Million
Q1 2024 Apr 10, 2024	BUY	$68.14 - $74.43 $94,782 - $103,532	1,391 Added 0.71%	196,325 $14.6 Million
Q4 2023 Jan 10, 2024	BUY	$61.3 - $70.47 $166,552 - $191,466	2,717 Added 1.41%	194,934 $13.7 Million
Q3 2023 Oct 25, 2023	SELL	$64.04 - $69.58 $135,188 - $146,883	-2,111 Reduced 1.09%	192,217 $12.4 Million
Q2 2023 Jul 14, 2023	BUY	$66.03 - $69.1 $1.68 Million - $1.76 Million	25,430 Added 15.06%	194,328 $13.1 Million
Q1 2023 Apr 13, 2023	BUY	$62.17 - $67.7 $3.6 Million - $3.92 Million	57,938 Added 52.22%	168,898 $11.3 Million
Q4 2022 Jan 12, 2023	BUY	$52.35 - $63.65 $2.33 Million - $2.83 Million	44,449 Added 66.83%	110,960 $0
Q3 2022 Oct 27, 2022	BUY	$52.32 - $63.1 $98,937 - $119,322	1,891 Added 2.93%	66,511 $3.5 Million
Q2 2022 Jul 13, 2022	BUY	$57.91 - $70.46 $30,750 - $37,414	531 Added 0.83%	64,620 $3.8 Million
Q1 2022 Apr 19, 2022	BUY	$63.26 - $75.48 $87,488 - $104,388	1,383 Added 2.21%	64,089 $4.46 Million
Q4 2021 Jan 12, 2022	BUY	$72.36 - $77.76 $165,342 - $177,681	2,285 Added 3.78%	62,706 $4.68 Million
Q3 2021 Oct 12, 2021	BUY	$72.98 - $78.2 $28,097 - $30,107	385 Added 0.64%	60,421 $4.49 Million
Q2 2021 Jul 20, 2021	SELL	$73.11 - $77.88 $17,911 - $19,080	-245 Reduced 0.41%	60,036 $4.49 Million
Q1 2021 Apr 08, 2021	SELL	$68.58 - $73.12 $92,925 - $99,077	-1,355 Reduced 2.2%	60,281 $4.34 Million
Q4 2020 Jan 13, 2021	BUY	$58.13 - $69.71 $87,485 - $104,913	1,505 Added 2.5%	61,636 $4.33 Million
Q3 2020 Oct 13, 2020	BUY	$57.43 - $62.28 $121,177 - $131,410	2,110 Added 3.64%	60,131 $3.63 Million
Q2 2020 Jul 22, 2020	SELL	$47.43 - $60.75 $284,058 - $363,831	-5,989 Reduced 9.36%	58,021 $3.32 Million
Q1 2020 Apr 29, 2020	BUY	$43.31 - $66.12 $2.77 Million - $4.23 Million	64,010 New	64,010 $3.19 Million

Others Institutions Holding IEFA

# of Institutions

1,997

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Kmg Fiduciary Partners, LLC Ishares Tr Transaction History