A detailed history of United Advisor Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 14,268 shares of IEFA stock, worth $1.03 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
14,268
Previous 7,989 78.6%
Holding current value
$1.03 Million
Previous $580,000 91.9%
% of portfolio
0.26%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$70.09 - $78.74 $440,095 - $494,408
6,279 Added 78.6%
14,268 $1.11 Million
Q2 2024

Aug 08, 2024

BUY
$70.77 - $76.19 $118,256 - $127,313
1,671 Added 26.45%
7,989 $580,000
Q1 2024

May 14, 2024

BUY
$68.14 - $74.43 $430,508 - $470,248
6,318 New
6,318 $468,000

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.