Roth Financial Partners LLC Ishares Tr Transaction History

Roth Financial Partners LLC

$251 Million
Q4 2024

A detailed history of Roth Financial Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Roth Financial Partners LLC holds 736,086 shares of IEFA stock, worth $55 Million. This represents 20.58% of its overall portfolio holdings.

Number of Shares

736,086

Previous 658,693 11.75%

Holding current value

$55 Million

Previous $51.4 Million 0.63%

% of portfolio

20.58%

Previous 20.95%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$70.06 - $77.43 $5.42 Million - $5.99 Million	77,393 Added 11.75%	736,086 $51.7 Million
Q3 2024 Jan 14, 2025	SELL	$70.09 - $78.74 $3.6 Million - $4.04 Million	-51,370 Reduced 6.98%	684,716 $53.4 Million
Q2 2024 Jul 03, 2024	BUY	$70.77 - $76.19 $1.43 Million - $1.54 Million	20,199 Added 3.16%	658,693 $47.8 Million
Q1 2024 Apr 12, 2024	BUY	$68.14 - $74.43 $4.42 Million - $4.83 Million	64,929 Added 11.32%	638,494 $47.4 Million
Q4 2023 Jan 31, 2024	BUY	$61.3 - $70.47 $2.56 Million - $2.94 Million	41,780 Added 7.86%	573,565 $40.4 Million
Q3 2023 Oct 10, 2023	BUY	$64.04 - $69.58 $2.19 Million - $2.38 Million	34,263 Added 6.89%	531,785 $34.2 Million
Q2 2023 Jul 14, 2023	BUY	$66.03 - $69.1 $590,968 - $618,445	8,950 Added 1.83%	497,522 $33.6 Million
Q1 2023 Apr 05, 2023	BUY	$62.17 - $67.7 $806,158 - $877,865	12,967 Added 2.73%	488,572 $32.7 Million
Q4 2022 Jan 19, 2023	BUY	$52.35 - $63.65 $511,721 - $622,178	9,775 Added 2.1%	475,605 $0
Q3 2022 Oct 07, 2022	BUY	$52.32 - $63.1 $3.48 Million - $4.19 Million	66,432 Added 16.63%	465,830 $24.5 Million
Q2 2022 Jul 11, 2022	BUY	$57.91 - $70.46 $1 Million - $1.22 Million	17,347 Added 4.54%	399,398 $23.5 Million
Q1 2022 Apr 14, 2022	BUY	$63.26 - $75.48 $1.45 Million - $1.74 Million	22,997 Added 6.4%	382,051 $26.6 Million
Q4 2021 Jan 18, 2022	BUY	$72.36 - $77.76 $1.1 Million - $1.18 Million	15,168 Added 4.41%	359,054 $26.8 Million
Q3 2021 Oct 19, 2021	BUY	$72.98 - $78.2 $180,479 - $193,388	2,473 Added 0.72%	343,886 $25.5 Million
Q2 2021 Jul 09, 2021	BUY	$73.11 - $77.88 $91,168 - $97,116	1,247 Added 0.37%	341,413 $25.6 Million
Q1 2021 Apr 16, 2021	BUY	$68.58 - $73.12 $698,007 - $744,215	10,178 Added 3.08%	340,166 $24.5 Million
Q4 2020 Jan 27, 2021	BUY	$58.13 - $69.71 $19.2 Million - $23 Million	329,988 New	329,988 $22.8 Million

Others Institutions Holding IEFA

# of Institutions

2,056

Shares Held

1.49B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Roth Financial Partners LLC Ishares Tr Transaction History