Vertex Planning Partners, LLC Ishares Tr Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 8,334 shares of IEFA stock, worth $615,882. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,334
Previous 3,145 164.99%
Holding current value
$615,882
Previous $221 Million 179.58%
% of portfolio
0.17%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$68.14 - $74.43 $353,578 - $386,217
5,189 Added 164.99%
8,334 $619 Million
Q4 2023

Feb 14, 2024
SELL
$61.3 - $70.47 $95,260 - $109,510
-1,554 Reduced 33.07%
3,145 $221 Million
Q3 2023

Nov 14, 2023
BUY
$64.04 - $69.58 $704 - $765
11 Added 0.23%
4,699 $302 Million
Q2 2023

Aug 14, 2023
BUY
$66.03 - $69.1 $8,715 - $9,121
132 Added 2.9%
4,688 $316 Million
Q1 2023

May 16, 2023
SELL
$62.17 - $67.7 $49,425 - $53,821
-795 Reduced 14.86%
4,556 $305 Million
Q4 2022

Feb 06, 2023
BUY
$56.86 - $63.65 $304,257 - $340,591
5,351 New
5,351 $330 Million

Others Institutions Holding IEFA

# of Institutions
1,892
Shares Held
1.47B
Call Options Held
198K
Put Options Held
49.7K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email