Personal Cfo Solutions, LLC Ishares Tr Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,682 shares of IEFA stock, worth $266,245. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,682

Holding current value

$266,245

% of portfolio

0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$70.09 - $78.74 $258,071 - $289,920	3,682 New	3,682 $287,000
Q1 2023 May 09, 2023	BUY	$62.17 - $67.7 $191,732 - $208,786	3,084 New	3,084 $206,000
Q2 2022 Aug 05, 2022	BUY	$57.91 - $70.46 $75,398 - $91,738	1,302 Added 20.49%	7,657 $451,000
Q1 2022 May 02, 2022	BUY	$63.26 - $75.48 $62,311 - $74,347	985 Added 18.34%	6,355 $442,000
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $55,283 - $59,408	764 Added 16.59%	5,370 $401,000
Q3 2021 Nov 18, 2021	BUY	$72.98 - $78.2 $18,245 - $19,550	250 Added 5.74%	4,606 $342,000
Q2 2021 Jul 22, 2021	BUY	$73.11 - $77.88 $50,007 - $53,269	684 Added 18.63%	4,356 $326,000
Q1 2021 Apr 21, 2021	BUY	$68.58 - $73.12 $23,180 - $24,714	338 Added 10.14%	3,672 $265,000
Q3 2020 Nov 02, 2020	BUY	$57.43 - $62.28 $191,471 - $207,641	3,334 New	3,334 $0
Q2 2020 Aug 03, 2020	SELL	$47.43 - $60.75 $321,385 - $411,642	-6,776 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$43.31 - $66.12 $77,698 - $118,619	1,794 Added 36.01%	6,776 $338,000
Q3 2019 Nov 13, 2019	BUY	$57.44 - $62.42 $286,166 - $310,976	4,982 New	4,982 $304,000

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
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Personal Cfo Solutions, LLC Ishares Tr Transaction History