Sweet Financial Partners, LLC Ishares Tr Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 13,755 shares of IEFA stock, worth $966,838. This represents 0.24% of its overall portfolio holdings.

Number of Shares

13,755

Previous 13,355 3.0%

Holding current value

$966,838

Previous $970,000 10.62%

% of portfolio

0.24%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$70.09 - $78.74 $28,036 - $31,495	400 Added 3.0%	13,755 $1.07 Million
Q3 2023 Oct 23, 2023	BUY	$64.04 - $69.58 $101,823 - $110,632	1,590 Added 13.51%	13,355 $859,000
Q2 2023 Jul 24, 2023	SELL	$66.03 - $69.1 $1.51 Million - $1.58 Million	-22,878 Reduced 66.04%	11,765 $794,000
Q1 2023 Apr 14, 2023	BUY	$62.17 - $67.7 $1.39 Million - $1.51 Million	22,326 Added 181.26%	34,643 $2.32 Million
Q2 2022 Aug 03, 2022	SELL	$57.91 - $70.46 $2,837 - $3,452	-49 Reduced 0.4%	12,317 $725,000
Q1 2022 Apr 22, 2022	SELL	$63.26 - $75.48 $207,745 - $247,876	-3,284 Reduced 20.98%	12,366 $860,000
Q4 2021 Feb 07, 2022	BUY	$72.36 - $77.76 $1.13 Million - $1.22 Million	15,650 New	15,650 $1.17 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

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Sweet Financial Partners, LLC Ishares Tr Transaction History