Peak Financial Management, Inc. Ishares Tr Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Peak Financial Management, Inc. holds 35,048 shares of IEFA stock, worth $2.76 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

35,048

Previous 35,976 2.58%

Holding current value

$2.76 Million

Previous $2.81 Million 12.26%

% of portfolio

0.75%

Previous 0.83%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$70.06 - $77.43 $65,015 - $71,855	-928 Reduced 2.58%	35,048 $2.46 Million
Q3 2024 Oct 15, 2024	SELL	$70.09 - $78.74 $6,728 - $7,559	-96 Reduced 0.27%	35,976 $2.81 Million
Q2 2024 Jul 22, 2024	SELL	$70.77 - $76.19 $38,852 - $41,828	-549 Reduced 1.5%	36,072 $2.62 Million
Q1 2024 Apr 22, 2024	SELL	$68.14 - $74.43 $25,075 - $27,390	-368 Reduced 0.99%	36,621 $2.72 Million
Q4 2023 Jan 18, 2024	SELL	$61.3 - $70.47 $464,470 - $533,951	-7,577 Reduced 17.0%	36,989 $2.6 Million
Q3 2023 Oct 24, 2023	SELL	$64.04 - $69.58 $2.39 Million - $2.6 Million	-37,360 Reduced 45.6%	44,566 $2.87 Million
Q2 2023 Jul 26, 2023	SELL	$66.03 - $69.1 $24,695 - $25,843	-374 Reduced 0.45%	81,926 $5.53 Million
Q1 2023 Apr 24, 2023	SELL	$62.17 - $67.7 $40,037 - $43,598	-644 Reduced 0.78%	82,300 $5.5 Million
Q4 2022 Jan 27, 2023	BUY	$52.35 - $63.65 $137,314 - $166,953	2,623 Added 3.27%	82,944 $5.11 Million
Q3 2022 Oct 28, 2022	SELL	$52.32 - $63.1 $489,715 - $590,616	-9,360 Reduced 10.44%	80,321 $4.23 Million
Q2 2022 Jul 29, 2022	BUY	$57.91 - $70.46 $195,446 - $237,802	3,375 Added 3.91%	89,681 $5.28 Million
Q1 2022 Apr 20, 2022	BUY	$63.26 - $75.48 $129,999 - $155,111	2,055 Added 2.44%	86,306 $6 Million
Q4 2021 Jan 27, 2022	BUY	$72.36 - $77.76 $98,192 - $105,520	1,357 Added 1.64%	84,251 $6.29 Million
Q3 2021 Oct 19, 2021	SELL	$72.98 - $78.2 $25,251 - $27,057	-346 Reduced 0.42%	82,894 $6.16 Million
Q2 2021 Aug 04, 2021	SELL	$73.11 - $77.88 $44,377 - $47,273	-607 Reduced 0.72%	83,240 $6.23 Million
Q1 2021 Apr 29, 2021	BUY	$68.58 - $73.12 $71,186 - $75,898	1,038 Added 1.25%	83,847 $6.04 Million
Q4 2020 Jan 26, 2021	BUY	$58.13 - $69.71 $290,650 - $348,549	5,000 Added 6.43%	82,809 $5.72 Million
Q3 2020 Oct 19, 2020	SELL	$57.43 - $62.28 $56,281 - $61,034	-980 Reduced 1.24%	77,809 $4.69 Million
Q2 2020 Aug 06, 2020	BUY	$47.43 - $60.75 $18,545 - $23,753	391 Added 0.5%	78,789 $4.5 Million
Q1 2020 Apr 29, 2020	BUY	$43.31 - $66.12 $164,188 - $250,660	3,791 Added 5.08%	78,398 $3.91 Million
Q4 2019 Jan 31, 2020	BUY	$59.36 - $65.51 $24,931 - $27,514	420 Added 0.57%	74,607 $4.87 Million
Q3 2019 Oct 29, 2019	BUY	$57.44 - $62.42 $75,418 - $81,957	1,313 Added 1.8%	74,187 $4.53 Million
Q2 2019 Aug 01, 2019	SELL	$59.39 - $62.73 $69,961 - $73,895	-1,178 Reduced 1.59%	72,874 $4.47 Million
Q1 2019 May 01, 2019	SELL	$54.44 - $61.46 $23,191 - $26,181	-426 Reduced 0.57%	74,052 $4.5 Million
Q4 2018 Jan 30, 2019	BUY	$53.06 - $64.19 $1.73 Million - $2.1 Million	32,650 Added 78.06%	74,478 $4.1 Million
Q3 2018 Nov 06, 2018	SELL	$61.82 - $65.16 $209,198 - $220,501	-3,384 Reduced 7.48%	41,828 $2.68 Million
Q2 2018 Jul 19, 2018	SELL	$62.74 - $67.79 $209,488 - $226,350	-3,339 Reduced 6.88%	45,212 $2.87 Million
Q1 2018 May 08, 2018	BUY	$64.18 - $70.84 $103,907 - $114,689	1,619 Added 3.45%	48,551 $3.2 Million
Q4 2017 Feb 08, 2018	BUY	$64.09 - $66.44 $44,991 - $46,640	702 Added 1.52%	46,932 $3.1 Million
Q3 2017 Oct 30, 2017	SELL	$62.19 - $64.17 $57,525 - $59,357	-925 Reduced 1.96%	46,230 $2.97 Million
Q2 2017 Aug 14, 2017	BUY	N/A	47,155	47,155 $2.87 Million

Others Institutions Holding IEFA

# of Institutions

2,164

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

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Peak Financial Management, Inc. Ishares Tr Transaction History