Shepherd Financial Partners LLC Ishares Msci Eafe Min Vol Fact Transaction History

Shepherd Financial Partners LLC

$828 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$61.24 - $72.68 $199,519 - $236,791	-3,258 Reduced 48.01%	3,528 $223,000
Q2 2020 Aug 05, 2020	SELL	$59.53 - $68.92 $137,931 - $159,687	-2,317 Reduced 25.45%	6,786 $448,000
Q1 2020 May 07, 2020	SELL	$54.87 - $75.75 $4.69 Million - $6.47 Million	-85,454 Reduced 90.37%	9,103 $563,000
Q4 2019 Jan 31, 2020	BUY	$71.94 - $75.68 $231,071 - $243,084	3,212 Added 3.52%	94,557 $7.04 Million
Q3 2019 Nov 25, 2019	SELL	$70.31 - $73.75 $178,235 - $186,956	-2,535 Reduced 2.7%	91,345 $6.69 Million
Q2 2019 Aug 05, 2019	SELL	$70.31 - $73.27 $59,904 - $62,426	-852 Reduced 0.9%	93,880 $6.82 Million
Q1 2019 Apr 29, 2019	SELL	$66.36 - $72.4 $2.35 Million - $2.57 Million	-35,471 Reduced 27.24%	94,732 $6.82 Million
Q4 2018 Feb 07, 2019	BUY	$65.01 - $72.73 $8.46 Million - $9.47 Million	130,203 New	130,203 $8.68 Million

Others Institutions Holding EFAV

# of Institutions

519

Shares Held

53.6M

Call Options Held

7.2K

Put Options Held

100

About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
Sector ETFs
Industry ETFs

More about EFAV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.