Holistic Planning, LLC Ishares Tr Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 4,613 shares of IEFA stock, worth $350,218. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,613
Previous 4,297 7.35%
Holding current value
$350,218
Previous $335 Million 3.33%
% of portfolio
0.12%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$70.06 - $77.43 $22,138 - $24,467
316 Added 7.35%
4,613 $324 Million
Q3 2024

Nov 01, 2024
BUY
$70.09 - $78.74 $301,176 - $338,345
4,297 New
4,297 $335 Million

Others Institutions Holding IEFA

# of Institutions
2,097
Shares Held
1.49B
Call Options Held
155K
Put Options Held
52.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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