Kowal Investment Group, LLC Ishares Tr Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kowal Investment Group, LLC holds 83,697 shares of IEFA stock, worth $5.91 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

83,697

Previous 67,668 23.69%

Holding current value

$5.91 Million

Previous $4.92 Million 32.9%

% of portfolio

1.21%

Previous 0.99%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$70.09 - $78.74 $1.12 Million - $1.26 Million	16,029 Added 23.69%	83,697 $6.53 Million
Q2 2024 Aug 13, 2024	BUY	$70.77 - $76.19 $972,875 - $1.05 Million	13,747 Added 25.49%	67,668 $4.92 Million
Q1 2024 Apr 18, 2024	BUY	$68.14 - $74.43 $466,486 - $509,547	6,846 Added 14.54%	53,921 $4 Million
Q4 2023 Jan 22, 2024	BUY	$61.3 - $70.47 $311,465 - $358,058	5,081 Added 12.1%	47,075 $3.31 Million
Q3 2023 Oct 25, 2023	BUY	$64.04 - $69.58 $38,872 - $42,235	607 Added 1.47%	41,994 $2.7 Million
Q2 2023 Jul 18, 2023	BUY	$66.03 - $69.1 $1.38 Million - $1.44 Million	20,882 Added 101.84%	41,387 $2.79 Million
Q1 2023 Apr 21, 2023	BUY	$62.17 - $67.7 $326,019 - $355,018	5,244 Added 34.36%	20,505 $1.37 Million
Q4 2022 Jan 25, 2023	BUY	$52.35 - $63.65 $2,094 - $2,546	40 Added 0.26%	15,261 $0
Q3 2022 Nov 09, 2022	BUY	$52.32 - $63.1 $177,207 - $213,719	3,387 Added 28.62%	15,221 $802,000
Q2 2022 Aug 15, 2022	BUY	$57.91 - $70.46 $7,644 - $9,300	132 Added 1.13%	11,834 $696,000
Q1 2022 Apr 15, 2022	BUY	$63.26 - $75.48 $239,439 - $285,691	3,785 Added 47.81%	11,702 $813,000
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $79,451 - $85,380	1,098 Added 16.1%	7,917 $591,000
Q3 2021 Nov 12, 2021	SELL	$72.98 - $78.2 $43,496 - $46,607	-596 Reduced 8.04%	6,819 $506,000
Q2 2021 Aug 12, 2021	SELL	$73.11 - $77.88 $24,345 - $25,934	-333 Reduced 4.3%	7,415 $555,000
Q1 2021 May 12, 2021	BUY	$68.58 - $73.12 $153,962 - $164,154	2,245 Added 40.8%	7,748 $558,000
Q4 2020 Feb 19, 2021	BUY	$58.13 - $69.71 $319,889 - $383,614	5,503 New	5,503 $391,000

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Account

Kowal Investment Group, LLC Ishares Tr Transaction History