Long Run Wealth Advisors, LLC Ishares Tr Transaction History

Long Run Wealth Advisors, LLC

$392 Million
Q2 2024

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 313,509 shares of IEFA stock, worth $23.7 Million. This represents 5.81% of its overall portfolio holdings.

Number of Shares

313,509

Previous 300,936 4.18%

Holding current value

$23.7 Million

Previous $22.3 Million 1.96%

% of portfolio

5.81%

Previous 5.93%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$56.86 - $63.65 $35,082 - $39,272	617 Added 0.4%	154,576 $0
Q3 2022 Nov 09, 2022	BUY	$53.51 - $63.1 $582,402 - $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

1,938

Shares Held

1.42B

Call Options Held

142K

Put Options Held

534K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Long Run Wealth Advisors, LLC Ishares Tr Transaction History