Winthrop Advisory Group LLC Ishares Tr Transaction History

Winthrop Advisory Group LLC

$912 Million
Q4 2024

A detailed history of Winthrop Advisory Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 3,666 shares of IEFA stock, worth $280,485. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,666

Previous 3,515 4.3%

Holding current value

$280,485

Previous $274,000 6.2%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,143

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

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 Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.

Account

Winthrop Advisory Group LLC Ishares Tr Transaction History