Long Run Wealth Advisors, LLC Ishares Tr Transaction History

Long Run Wealth Advisors, LLC

$437 Million
Q1 2025

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 331,324 shares of IEFA stock, worth $26.6 Million. This represents 5.8% of its overall portfolio holdings.

Number of Shares

331,324

Previous 350,442 5.46%

Holding current value

$26.6 Million

Previous $24.6 Million 2.78%

% of portfolio

5.8%

Previous 6.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$69.57 - $78.65 $1.33 Million - $1.5 Million	-19,118 Reduced 5.46%	331,324 $25.3 Million
Q4 2024 Jan 27, 2025	BUY	$70.06 - $77.43 $1.88 Million - $2.07 Million	26,774 Added 8.27%	350,442 $24.6 Million
Q3 2024 Oct 30, 2024	BUY	$70.09 - $78.74 $712,044 - $799,919	10,159 Added 3.24%	323,668 $25.3 Million
Q2 2024 Jul 19, 2024	BUY	$70.77 - $76.19 $889,791 - $957,936	12,573 Added 4.18%	313,509 $22.8 Million
Q1 2024 Apr 24, 2024	BUY	$68.14 - $74.43 $931,950 - $1.02 Million	13,677 Added 4.76%	300,936 $22.3 Million
Q4 2023 Jan 10, 2024	BUY	$61.3 - $70.47 $744,795 - $856,210	12,150 Added 4.42%	287,259 $20.2 Million
Q3 2023 Oct 10, 2023	BUY	$64.04 - $69.58 $692,592 - $752,507	10,815 Added 4.09%	275,109 $17.7 Million
Q2 2023 Jul 17, 2023	BUY	$66.03 - $69.1 $1.13 Million - $1.18 Million	17,129 Added 6.93%	264,294 $17.8 Million
Q1 2023 Apr 21, 2023	BUY	$62.17 - $67.7 $5.76 Million - $6.27 Million	92,589 Added 59.9%	247,165 $16.5 Million
Q4 2022 Jan 26, 2023	BUY	$52.35 - $63.65 $32,299 - $39,272	617 Added 0.4%	154,576 $0
Q3 2022 Nov 09, 2022	BUY	$52.32 - $63.1 $569,450 - $686,780	10,884 Added 7.61%	153,959 $8.11 Million
Q2 2022 Jul 19, 2022	BUY	$57.91 - $70.46 $464,380 - $565,018	8,019 Added 5.94%	143,075 $8.42 Million
Q1 2022 Apr 27, 2022	BUY	$63.26 - $75.48 $409,481 - $488,582	6,473 Added 5.03%	135,056 $9.38 Million
Q4 2021 Jan 21, 2022	BUY	$72.36 - $77.76 $9.3 Million - $10 Million	128,583 New	128,583 $9.61 Million

Others Institutions Holding IEFA

# of Institutions

2,258

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.7K

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 Long Run Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Long Run Wealth Advisors, LLC with notifications on news.

Account

Long Run Wealth Advisors, LLC Ishares Tr Transaction History