Planning Alternatives LTD Ishares Tr Transaction History

Planning Alternatives LTD

$653 Million
Q3 2024

A detailed history of Planning Alternatives LTD transactions in Ishares Tr stock. As of the latest transaction made, Planning Alternatives LTD holds 8,138 shares of IEFA stock, worth $572,020. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,138

Previous 7,620 6.8%

Holding current value

$572,020

Previous $553,000 14.83%

% of portfolio

0.1%

Previous 0.09%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $36,306 - $40,787	518 Added 6.8%	8,138 $635,000
Q2 2024 Jul 25, 2024	SELL	$70.77 - $76.19 $36,658 - $39,466	-518 Reduced 6.37%	7,620 $553,000
Q1 2024 Apr 17, 2024	BUY	$68.14 - $74.43 $10,221 - $11,164	150 Added 1.88%	8,138 $604,000
Q4 2023 Jan 23, 2024	SELL	$61.3 - $70.47 $8,398 - $9,654	-137 Reduced 1.69%	7,988 $561,000
Q3 2023 Oct 17, 2023	SELL	$64.04 - $69.58 $10,886 - $11,828	-170 Reduced 2.05%	8,125 $522,000
Q2 2023 Jul 18, 2023	SELL	$66.03 - $69.1 $46,154 - $48,300	-699 Reduced 7.77%	8,295 $559,000
Q1 2023 May 04, 2023	BUY	$62.17 - $67.7 $35,685 - $38,859	574 Added 6.82%	8,994 $601,000
Q4 2022 Jan 19, 2023	SELL	$52.35 - $63.65 $103,600 - $125,963	-1,979 Reduced 19.03%	8,420 $0
Q3 2022 Oct 12, 2022	SELL	$52.32 - $63.1 $627 - $757	-12 Reduced 0.12%	10,399 $548,000
Q2 2022 Jul 20, 2022	SELL	$57.91 - $70.46 $2,316 - $2,818	-40 Reduced 0.38%	10,411 $613,000
Q1 2022 Apr 28, 2022	SELL	$63.26 - $75.48 $9,109 - $10,869	-144 Reduced 1.36%	10,451 $726,000
Q4 2021 Jan 25, 2022	SELL	$72.36 - $77.76 $25,181 - $27,060	-348 Reduced 3.18%	10,595 $791,000
Q3 2021 Oct 19, 2021	SELL	$72.98 - $78.2 $7,298 - $7,820	-100 Reduced 0.91%	10,943 $813,000
Q2 2021 Jul 15, 2021	BUY	$73.11 - $77.88 $29,975 - $31,930	410 Added 3.86%	11,043 $827,000
Q1 2021 Apr 14, 2021	SELL	$68.58 - $73.12 $107,190 - $114,286	-1,563 Reduced 12.82%	10,633 $766,000
Q4 2020 Jan 29, 2021	SELL	$58.13 - $69.71 $1.79 Million - $2.14 Million	-30,727 Reduced 71.59%	12,196 $843,000
Q3 2020 Oct 14, 2020	SELL	$57.43 - $62.28 $4.64 Million - $5.03 Million	-80,717 Reduced 65.28%	42,923 $2.59 Million
Q2 2020 Jul 24, 2020	SELL	$47.43 - $60.75 $1.01 Million - $1.3 Million	-21,332 Reduced 14.71%	123,640 $7.07 Million
Q1 2020 May 04, 2020	BUY	$43.31 - $66.12 $632,239 - $965,219	14,598 Added 11.2%	144,972 $7.23 Million
Q4 2019 Jan 27, 2020	BUY	$59.36 - $65.51 $512,158 - $565,220	8,628 Added 7.09%	130,374 $8.51 Million
Q3 2019 Oct 16, 2019	SELL	$57.44 - $62.42 $42,103 - $45,753	-733 Reduced 0.6%	121,746 $7.44 Million
Q2 2019 Jul 24, 2019	SELL	$59.39 - $62.73 $110,346 - $116,552	-1,858 Reduced 1.49%	122,479 $7.52 Million
Q1 2019 May 06, 2019	SELL	$54.44 - $61.46 $692,041 - $781,279	-12,712 Reduced 9.28%	124,337 $7.56 Million
Q4 2018 Feb 07, 2019	BUY	$53.06 - $64.19 $44,888 - $54,304	846 Added 0.62%	137,049 $7.54 Million
Q3 2018 Oct 29, 2018	BUY	$61.82 - $65.16 $279,920 - $295,044	4,528 Added 3.44%	136,203 $8.73 Million
Q2 2018 Jul 26, 2018	BUY	$62.74 - $67.79 $75,476 - $81,551	1,203 Added 0.92%	131,675 $8.34 Million
Q1 2018 May 01, 2018	BUY	$64.18 - $70.84 $486,099 - $536,542	7,574 Added 6.16%	130,472 $8.6 Million
Q4 2017 Feb 02, 2018	BUY	$64.09 - $66.44 $166,698 - $172,810	2,601 Added 2.16%	122,898 $8.12 Million
Q3 2017 Oct 19, 2017	BUY	$62.19 - $64.17 $7.48 Million - $7.72 Million	120,297	120,297 $7.72 Million

Others Institutions Holding IEFA

# of Institutions

2,003

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 Planning Alternatives LTD , based on Form 13F filings with the SEC.

News

Stay updated on Planning Alternatives LTD with notifications on news.

Account

Planning Alternatives LTD Ishares Tr Transaction History