Truepoint, Inc. Ishares Tr Transaction History

Truepoint, Inc.

$3.59 Billion
Q1 2025

A detailed history of Truepoint, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Truepoint, Inc. holds 1,402,360 shares of IEFA stock, worth $113 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

1,402,360

Previous 1,728,333 18.86%

Holding current value

$113 Million

Previous $121 Million 12.66%

% of portfolio

2.95%

Previous 3.32%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$69.57 - $78.65 $22.7 Million - $25.6 Million	-325,973 Reduced 18.86%	1,402,360 $106 Million
Q4 2024 Feb 11, 2025	SELL	$70.06 - $77.43 $809,263 - $894,393	-11,551 Reduced 0.66%	1,728,333 $121 Million
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $398,111 - $447,243	5,680 Added 0.33%	1,739,884 $136 Million
Q2 2024 Aug 05, 2024	SELL	$70.77 - $76.19 $2.84 Million - $3.05 Million	-40,080 Reduced 2.26%	1,734,204 $126 Million
Q1 2024 May 09, 2024	SELL	$68.14 - $74.43 $5.01 Million - $5.47 Million	-73,466 Reduced 3.98%	1,774,284 $132 Million
Q4 2023 Feb 12, 2024	BUY	$61.3 - $70.47 $7.82 Million - $8.99 Million	127,506 Added 7.41%	1,847,750 $130 Million
Q3 2023 Nov 09, 2023	SELL	$64.04 - $69.58 $1.45 Million - $1.57 Million	-22,631 Reduced 1.3%	1,720,244 $111 Million
Q2 2023 Aug 08, 2023	SELL	$66.03 - $69.1 $1.96 Million - $2.05 Million	-29,636 Reduced 1.67%	1,742,875 $118 Million
Q1 2023 May 08, 2023	SELL	$62.17 - $67.7 $1.78 Million - $1.94 Million	-28,686 Reduced 1.59%	1,772,511 $118 Million
Q4 2022 Feb 13, 2023	SELL	$52.35 - $63.65 $3.27 Million - $3.98 Million	-62,466 Reduced 3.35%	1,801,197 $111 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $12.6 Million - $15.2 Million	241,586 Added 14.89%	1,863,663 $98.2 Million
Q2 2022 Aug 08, 2022	BUY	$57.91 - $70.46 $854,693 - $1.04 Million	14,759 Added 0.92%	1,622,077 $95.5 Million
Q1 2022 May 11, 2022	BUY	$63.26 - $75.48 $16.3 Million - $19.4 Million	257,038 Added 19.04%	1,607,318 $112 Million
Q4 2021 Feb 02, 2022	BUY	$72.36 - $77.76 $7.09 Million - $7.61 Million	97,921 Added 7.82%	1,350,280 $101 Million
Q3 2021 Oct 28, 2021	SELL	$72.98 - $78.2 $1.81 Million - $1.94 Million	-24,856 Reduced 1.95%	1,252,359 $93 Million
Q2 2021 Aug 04, 2021	SELL	$73.11 - $77.88 $1.71 Million - $1.82 Million	-23,412 Reduced 1.8%	1,277,215 $95.6 Million
Q1 2021 Apr 30, 2021	SELL	$68.58 - $73.12 $833,315 - $888,481	-12,151 Reduced 0.93%	1,300,627 $93.7 Million
Q4 2020 Feb 02, 2021	SELL	$58.13 - $69.71 $1.76 Million - $2.11 Million	-30,299 Reduced 2.26%	1,312,778 $90.7 Million
Q3 2020 Nov 09, 2020	SELL	$57.43 - $62.28 $1.69 Million - $1.83 Million	-29,376 Reduced 2.14%	1,343,077 $81 Million
Q2 2020 Aug 07, 2020	BUY	$47.43 - $60.75 $1.6 Million - $2.05 Million	33,676 Added 2.52%	1,372,453 $78.4 Million
Q1 2020 May 13, 2020	BUY	$43.31 - $66.12 $43.1 Million - $65.8 Million	995,608 Added 290.12%	1,338,777 $66.8 Million
Q4 2019 Jan 27, 2020	SELL	$59.36 - $65.51 $253,348 - $279,596	-4,268 Reduced 1.23%	343,169 $22.4 Million
Q3 2019 Nov 07, 2019	BUY	$57.44 - $62.42 $3.45 Million - $3.75 Million	60,084 Added 20.91%	347,437 $21.2 Million
Q2 2019 Aug 08, 2019	BUY	$59.39 - $62.73 $2.45 Million - $2.59 Million	41,331 Added 16.8%	287,353 $17.6 Million
Q1 2019 May 15, 2019	BUY	$54.44 - $61.46 $792,047 - $894,181	14,549 Added 6.29%	246,022 $15 Million
Q4 2018 Feb 13, 2019	BUY	$53.06 - $64.19 $8.22 Million - $9.95 Million	154,942 Added 202.46%	231,473 $12.7 Million
Q3 2018 Nov 14, 2018	BUY	$61.82 - $65.16 $2.11 Million - $2.23 Million	34,185 Added 80.73%	76,531 $4.9 Million
Q2 2018 Aug 09, 2018	BUY	$62.74 - $67.79 $2.45 Million - $2.65 Million	39,032 Added 1177.79%	42,346 $2.68 Million
Q1 2018 May 08, 2018	SELL	$64.18 - $70.84 $2.07 Million - $2.29 Million	-32,264 Reduced 90.69%	3,314 $50.3 Million
Q4 2017 Feb 05, 2018	BUY	$64.09 - $66.44 $350,187 - $363,028	5,464 Added 18.14%	35,578 $2.35 Million
Q3 2017 Nov 21, 2017	SELL	$62.19 - $64.17 $118 Million - $122 Million	-1,902,301 Reduced 98.44%	30,114 $1.93 Million
Q3 2017 Nov 17, 2017	BUY	$62.19 - $64.17 $120 Million - $124 Million	1,932,415	1,932,415 $1.93 Million

Others Institutions Holding IEFA

# of Institutions

2,258

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
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