A detailed history of Plan Group Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Plan Group Financial, LLC holds 5,018 shares of IEFA stock, worth $370,228. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,018
Previous 3,582 40.09%
Holding current value
$370,228
Previous $251,000 48.21%
% of portfolio
0.25%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$68.14 - $74.43 $97,849 - $106,881
1,436 Added 40.09%
5,018 $372,000
Q4 2023

Jan 29, 2024

BUY
$61.3 - $70.47 $219,576 - $252,423
3,582 New
3,582 $251,000

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.