Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 50,245 shares of IEFA stock, worth $3.59 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

50,245

Previous 51,190 1.85%

Holding current value

$3.59 Million

Previous $4 Million 11.61%

% of portfolio

0.13%

Previous 0.17%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$70.06 - $77.43 $66,206 - $73,171	-945 Reduced 1.85%	50,245 $3.53 Million
Q3 2024 Nov 08, 2024	SELL	$70.09 - $78.74 $500,092 - $561,809	-7,135 Reduced 12.23%	51,190 $4 Million
Q2 2024 Aug 13, 2024	SELL	$70.77 - $76.19 $1.01 Million - $1.09 Million	-14,273 Reduced 19.66%	58,325 $4.24 Million
Q1 2024 Apr 30, 2024	BUY	$68.14 - $74.43 $2.03 Million - $2.21 Million	29,729 Added 69.35%	72,598 $5.39 Million
Q4 2023 Jan 30, 2024	SELL	$61.3 - $70.47 $289,274 - $332,547	-4,719 Reduced 9.92%	42,869 $3.02 Million
Q3 2023 Oct 17, 2023	BUY	$64.04 - $69.58 $136,277 - $148,066	2,128 Added 4.68%	47,588 $3.06 Million
Q2 2023 Jul 19, 2023	BUY	$66.03 - $69.1 $294,625 - $308,324	4,462 Added 10.88%	45,460 $3.07 Million
Q1 2023 May 10, 2023	BUY	$62.17 - $67.7 $353,498 - $384,942	5,686 Added 16.1%	40,998 $2.74 Million
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $572,185 - $695,694	10,930 Added 44.83%	35,312 $2.18 Million
Q3 2022 Oct 26, 2022	BUY	$52.32 - $63.1 $214,250 - $258,394	4,095 Added 20.19%	24,382 $1.28 Million
Q2 2022 Aug 10, 2022	SELL	$57.91 - $70.46 $282,716 - $343,985	-4,882 Reduced 19.4%	20,287 $1.19 Million
Q1 2022 May 13, 2022	BUY	$63.26 - $75.48 $624,819 - $745,515	9,877 Added 64.59%	25,169 $1.75 Million
Q4 2021 Feb 14, 2022	SELL	$72.36 - $77.76 $155,718 - $167,339	-2,152 Reduced 12.34%	15,292 $1.14 Million
Q3 2021 Nov 02, 2021	SELL	$72.98 - $78.2 $56,340 - $60,370	-772 Reduced 4.24%	17,444 $1.3 Million
Q2 2021 Jul 27, 2021	BUY	$73.11 - $77.88 $67,846 - $72,272	928 Added 5.37%	18,216 $1.36 Million
Q1 2021 May 11, 2021	SELL	$68.58 - $73.12 $68,785 - $73,339	-1,003 Reduced 5.48%	17,288 $1.25 Million
Q4 2020 Feb 09, 2021	SELL	$58.13 - $69.71 $25,228 - $30,254	-434 Reduced 2.32%	18,291 $1.26 Million
Q3 2020 Oct 20, 2020	BUY	$57.43 - $62.28 $32,160 - $34,876	560 Added 3.08%	18,725 $1.13 Million
Q2 2020 Jul 02, 2020	BUY	$47.43 - $60.75 $374,032 - $479,074	7,886 Added 76.72%	18,165 $1.04 Million
Q1 2020 Apr 01, 2020	BUY	$43.31 - $66.12 $294,984 - $450,343	6,811 Added 196.4%	10,279 $512,000
Q4 2019 Feb 11, 2020	SELL	$59.36 - $65.51 $40,008 - $44,153	-674 Reduced 16.27%	3,468 $226,000
Q3 2019 Oct 09, 2019	BUY	$57.44 - $62.42 $169,677 - $184,388	2,954 Added 248.65%	4,142 $252,000
Q2 2019 Aug 14, 2019	BUY	$59.39 - $62.73 $1,306 - $1,380	22 Added 1.89%	1,188 $73,000
Q1 2019 May 08, 2019	BUY	$54.44 - $61.46 $20,687 - $23,354	380 Added 48.35%	1,166 $70,000
Q4 2018 Feb 13, 2019	BUY	$53.06 - $64.19 $14,220 - $17,202	268 Added 51.74%	786 $43,000
Q3 2017 Nov 08, 2017	SELL	$62.19 - $64.17 $53,545 - $55,250	-861 Reduced 62.44%	518 $33,000
Q2 2017 Aug 15, 2017	BUY	N/A	1,379	1,379 $84,000

Others Institutions Holding IEFA

# of Institutions

2,017

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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account

Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History