Winthrop Advisory Group LLC Ishares Tr Transaction History

Winthrop Advisory Group LLC

$1.03 Billion
Q2 2025

A detailed history of Winthrop Advisory Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 13,625 shares of IEFA stock, worth $1.2 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,625

Previous 3,896 249.72%

Holding current value

$1.2 Million

Previous $297,000 282.83%

% of portfolio

0.11%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$67.83 - $84.09 $659,918 - $818,111	9,729 Added 249.72%	13,625 $1.14 Million
Q1 2025 Apr 08, 2025	BUY	$69.57 - $78.65 $16,001 - $18,089	230 Added 6.27%	3,896 $297,000
Q4 2024 Jan 13, 2025	BUY	$70.06 - $77.43 $10,579 - $11,691	151 Added 4.3%	3,666 $257,000
Q3 2024 Oct 31, 2024	BUY	$70.09 - $78.74 $20,326 - $22,834	290 Added 8.99%	3,515 $274,000
Q2 2024 Jul 18, 2024	SELL	$70.77 - $76.19 $147,838 - $159,160	-2,089 Reduced 39.31%	3,225 $234,000
Q1 2024 Apr 17, 2024	BUY	$68.14 - $74.43 $130,488 - $142,533	1,915 Added 56.34%	5,314 $394,000
Q4 2023 Jan 10, 2024	BUY	$61.3 - $70.47 $208,358 - $239,527	3,399 New	3,399 $239,000
Q3 2022 Nov 04, 2022	SELL	$52.32 - $63.1 $2.62 Million - $3.16 Million	-50,004 Reduced 91.93%	4,392 $231,000
Q2 2022 Jul 21, 2022	SELL	$57.91 - $70.46 $247,565 - $301,216	-4,275 Reduced 7.29%	54,396 $3.2 Million
Q1 2022 Apr 13, 2022	BUY	$63.26 - $75.48 $3.71 Million - $4.43 Million	58,671 New	58,671 $4.08 Million
Q4 2021 Jan 12, 2022	SELL	$72.36 - $77.76 $200,292 - $215,239	-2,768 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$72.98 - $78.2 $202,008 - $216,457	2,768 New	2,768 $206,000

Others Institutions Holding IEFA

# of Institutions

2,365

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

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About ISHARES TR

Ticker IEFA
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Winthrop Advisory Group LLC Ishares Tr Transaction History