Truepoint, Inc. Ishares Tr Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

A detailed history of Truepoint, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Truepoint, Inc. holds 1,739,884 shares of IEFA stock, worth $126 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

1,739,884

Previous 1,734,204 0.33%

Holding current value

$126 Million

Previous $126 Million 7.8%

% of portfolio

3.72%

Previous 3.66%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truepoint, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Truepoint, Inc. with notifications on news.

Account