Centerpoint Advisors, LLC Ishares Tr Transaction History

Centerpoint Advisors, LLC

$286 Million
Q4 2024

A detailed history of Centerpoint Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 47,331 shares of IEFA stock, worth $3.58 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

47,331

Previous 49,447 4.28%

Holding current value

$3.58 Million

Previous $3.86 Million 13.81%

% of portfolio

1.16%

Previous 1.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$70.06 - $77.43 $148,246 - $163,841	-2,116 Reduced 4.28%	47,331 $3.33 Million
Q3 2024 Oct 15, 2024	SELL	$70.09 - $78.74 $139,128 - $156,298	-1,985 Reduced 3.86%	49,447 $3.86 Million
Q2 2024 Jul 30, 2024	BUY	$70.77 - $76.19 $138,072 - $148,646	1,951 Added 3.94%	51,432 $3.74 Million
Q1 2024 May 02, 2024	SELL	$68.14 - $74.43 $281,145 - $307,098	-4,126 Reduced 7.7%	49,481 $3.67 Million
Q4 2023 Jan 16, 2024	SELL	$61.3 - $70.47 $305,151 - $350,799	-4,978 Reduced 8.5%	53,607 $3.77 Million
Q2 2023 Jul 17, 2023	BUY	$66.03 - $69.1 $2,311 - $2,418	35 Added 0.06%	58,585 $3.95 Million
Q1 2023 May 03, 2023	SELL	$62.17 - $67.7 $404,105 - $440,050	-6,500 Reduced 9.99%	58,550 $3.91 Million
Q4 2022 Jan 24, 2023	BUY	$52.35 - $63.65 $3.4 Million - $4.13 Million	64,927 Added 52786.18%	65,050 $4.01 Million
Q4 2021 Jan 14, 2022	BUY	$72.36 - $77.76 $8,900 - $9,564	123 New	123 $9,000
Q2 2020 Jul 31, 2020	SELL	$47.43 - $60.75 $32,916 - $42,160	-694 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$59.36 - $65.51 $32,944 - $36,358	555 Added 399.28%	694 $45,000
Q3 2019 Oct 21, 2019	BUY	$57.44 - $62.42 $7,984 - $8,676	139 New	139 $8,000

Others Institutions Holding IEFA

# of Institutions

2,148

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Centerpoint Advisors, LLC Ishares Tr Transaction History