Running Point Capital Advisors, LLC Ishares Tr Transaction History

Running Point Capital Advisors, LLC

$305 Million
Q1 2025

A detailed history of Running Point Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Running Point Capital Advisors, LLC holds 4,332 shares of IEFA stock, worth $366,357. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,332

Previous 3,088 40.28%

Holding current value

$366,357

Previous $217,000 50.69%

% of portfolio

0.11%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$69.57 - $78.65 $86,545 - $97,840	1,244 Added 40.28%	4,332 $327,000
Q2 2024 Aug 13, 2024	BUY	$70.77 - $76.19 $6,652 - $7,161	94 Added 3.14%	3,088 $224,000
Q1 2024 May 15, 2024	SELL	$68.14 - $74.43 $10,425 - $11,387	-153 Reduced 4.86%	2,994 $222,000
Q4 2023 Feb 13, 2024	SELL	$61.3 - $70.47 $61 - $70	-1 Reduced 0.03%	3,147 $221,000
Q3 2023 Nov 06, 2023	BUY	$64.04 - $69.58 $9,798 - $10,645	153 Added 5.11%	3,148 $202,000
Q2 2023 Aug 09, 2023	BUY	$66.03 - $69.1 $2,641 - $2,764	40 Added 1.35%	2,995 $202,000
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $151,728 - $182,990	2,900 Added 5272.73%	2,955 $156,000
Q4 2021 Feb 10, 2022	SELL	$72.36 - $77.76 $28,075 - $30,170	-388 Reduced 87.58%	55 $4,000
Q4 2020 Feb 04, 2021	BUY	$58.13 - $69.71 $25,751 - $30,881	443 New	443 $31,000

Others Institutions Holding IEFA

# of Institutions

2,330

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

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About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Running Point Capital Advisors, LLC Ishares Tr Transaction History