Pds Planning, Inc Ishares Tr Transaction History

Pds Planning, Inc

$1.42 Billion
Q3 2025

A detailed history of Pds Planning, Inc transactions in Ishares Tr stock. As of the latest transaction made, Pds Planning, Inc holds 187,537 shares of IEFA stock, worth $16.6 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

187,537

Previous 189,954 1.27%

Holding current value

$16.6 Million

Previous $15.9 Million 3.25%

% of portfolio

1.16%

Previous 1.2%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$81.7 - $87.53 $197,468 - $211,560	-2,417 Reduced 1.27%	187,537 $16.4 Million
Q2 2025 Jul 24, 2025	BUY	$67.83 - $84.09 $19,331 - $23,965	285 Added 0.15%	189,954 $15.9 Million
Q1 2025 Apr 23, 2025	SELL	$69.57 - $78.65 $158,132 - $178,771	-2,273 Reduced 1.18%	189,669 $14.3 Million
Q4 2024 Feb 10, 2025	BUY	$70.06 - $77.43 $86,594 - $95,703	1,236 Added 0.65%	191,942 $13.5 Million
Q3 2024 Oct 29, 2024	SELL	$70.09 - $78.74 $154,268 - $173,306	-2,201 Reduced 1.14%	190,706 $14.9 Million

Q2 2024 Aug 07, 2024	BUY	$70.77 - $76.19 $534,738 - $575,691	7,556 Added 4.08%	192,907 $14 Million
Q1 2024 May 01, 2024	SELL	$68.14 - $74.43 $128,375 - $140,226	-1,884 Reduced 1.01%	185,351 $13.8 Million
Q4 2023 Feb 01, 2024	BUY	$61.3 - $70.47 $270,762 - $311,265	4,417 Added 2.42%	187,235 $13.2 Million
Q3 2023 Oct 20, 2023	BUY	$64.04 - $69.58 $836,106 - $908,436	13,056 Added 7.69%	182,818 $11.8 Million
Q2 2023 Jul 20, 2023	BUY	$66.03 - $69.1 $140,577 - $147,113	2,129 Added 1.27%	169,762 $11.5 Million
Q1 2023 May 01, 2023	BUY	$62.17 - $67.7 $140,131 - $152,595	2,254 Added 1.36%	167,633 $11.2 Million
Q4 2022 Jan 26, 2023	BUY	$52.35 - $63.65 $782,527 - $951,440	14,948 Added 9.94%	165,379 $0
Q3 2022 Nov 02, 2022	BUY	$52.32 - $63.1 $1.35 Million - $1.63 Million	25,832 Added 20.73%	150,431 $7.92 Million
Q2 2022 Jul 15, 2022	BUY	$57.91 - $70.46 $778,078 - $946,700	13,436 Added 12.09%	124,599 $7.33 Million
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $1.08 Million - $1.28 Million	17,001 Added 18.06%	111,163 $7.73 Million
Q4 2021 Jan 25, 2022	SELL	$72.36 - $77.76 $66,643 - $71,616	-921 Reduced 0.97%	94,162 $7.03 Million
Q3 2021 Oct 22, 2021	SELL	$72.98 - $78.2 $11,238 - $12,042	-154 Reduced 0.16%	95,083 $7.06 Million
Q2 2021 Jul 26, 2021	BUY	$73.11 - $77.88 $48,398 - $51,556	662 Added 0.7%	95,237 $7.13 Million
Q1 2021 Apr 20, 2021	SELL	$68.58 - $73.12 $10,218 - $10,894	-149 Reduced 0.16%	94,575 $6.81 Million
Q4 2020 Jan 21, 2021	BUY	$58.13 - $69.71 $170,320 - $204,250	2,930 Added 3.19%	94,724 $6.54 Million
Q3 2020 Oct 19, 2020	SELL	$57.43 - $62.28 $392,246 - $425,372	-6,830 Reduced 6.93%	91,794 $5.53 Million
Q2 2020 Aug 11, 2020	BUY	$47.43 - $60.75 $4.68 Million - $5.99 Million	98,624 New	98,624 $5.64 Million

Others Institutions Holding IEFA

# of Institutions

2,414

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
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