True Link Financial Advisors, LLC Ishares Tr Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

A detailed history of True Link Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 660,013 shares of IEFA stock, worth $47.5 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares

660,013

Previous 613,519 7.58%

Holding current value

$47.5 Million

Previous $44.6 Million 15.59%

% of portfolio

4.38%

Previous 4.14%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$70.09 - $78.74 $3.26 Million - $3.66 Million	46,494 Added 7.58%	660,013 $51.5 Million
Q2 2024 Jul 12, 2024	BUY	$70.77 - $76.19 $1.53 Million - $1.64 Million	21,562 Added 3.64%	613,519 $44.6 Million
Q1 2024 Apr 19, 2024	BUY	$68.14 - $74.43 $2.47 Million - $2.7 Million	36,225 Added 6.52%	591,957 $43.9 Million
Q4 2023 Jan 19, 2024	BUY	$61.3 - $70.47 $2.29 Million - $2.63 Million	37,336 Added 7.2%	555,732 $39.1 Million
Q3 2023 Oct 30, 2023	BUY	$64.04 - $69.58 $1.14 Million - $1.24 Million	17,804 Added 3.56%	518,396 $33.4 Million
Q2 2023 Jul 20, 2023	BUY	$66.03 - $69.1 $638,378 - $668,058	9,668 Added 1.97%	500,592 $33.8 Million
Q1 2023 May 05, 2023	BUY	$62.17 - $67.7 $4.61 Million - $5.02 Million	74,106 Added 17.78%	490,924 $32.8 Million
Q4 2022 Feb 09, 2023	BUY	$52.35 - $63.65 $1.81 Million - $2.2 Million	34,508 Added 9.03%	416,818 $25.7 Million
Q3 2022 Nov 09, 2022	BUY	$52.32 - $63.1 $3.63 Million - $4.37 Million	69,312 Added 22.14%	382,310 $20.1 Million
Q2 2022 Aug 04, 2022	SELL	$57.91 - $70.46 $13.4 Million - $16.3 Million	-231,352 Reduced 42.5%	312,998 $18.4 Million
Q1 2022 May 16, 2022	BUY	$63.26 - $75.48 $7.32 Million - $8.74 Million	115,764 Added 27.01%	544,350 $37.8 Million
Q4 2021 Feb 01, 2022	BUY	$72.36 - $77.76 $2.65 Million - $2.84 Million	36,559 Added 9.33%	428,586 $32 Million
Q3 2021 Oct 29, 2021	BUY	$72.98 - $78.2 $1.9 Million - $2.03 Million	25,994 Added 7.1%	392,027 $29.1 Million
Q2 2021 Aug 19, 2021	BUY	$73.11 - $77.88 $2.76 Million - $2.94 Million	37,696 Added 11.48%	366,033 $27.4 Million
Q1 2021 May 17, 2021	BUY	$68.58 - $73.12 $2.56 Million - $2.73 Million	37,300 Added 12.82%	328,337 $23.7 Million
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $16.9 Million - $20.3 Million	291,037 New	291,037 $20.1 Million

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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True Link Financial Advisors, LLC Ishares Tr Transaction History