Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 3,068 shares of IEFA stock, worth $229,547. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,068

Previous 3,036 1.05%

Holding current value

$229,547

Previous $236,000 8.9%

% of portfolio

0.04%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$70.06 - $77.43 $2,241 - $2,477	32 Added 1.05%	3,068 $215,000
Q3 2024 Oct 24, 2024	SELL	$70.09 - $78.74 $4,555 - $5,118	-65 Reduced 2.1%	3,036 $236,000
Q2 2024 Jul 31, 2024	SELL	$70.77 - $76.19 $31,492 - $33,904	-445 Reduced 12.55%	3,101 $225,000
Q1 2024 Apr 30, 2024	BUY	$68.14 - $74.43 $56,965 - $62,223	836 Added 30.85%	3,546 $263,000
Q4 2023 Apr 30, 2024	SELL	$61.3 - $70.47 $58,909 - $67,721	-961 Reduced 26.18%	2,710 $190,000
Q4 2023 Feb 05, 2024	SELL	$61.3 - $70.47 $58,909 - $67,721	-961 Reduced 26.18%	2,710 $190,000
Q3 2023 Apr 30, 2024	BUY	$64.04 - $69.58 $61,542 - $66,866	961 Added 35.46%	3,671 $236,000
Q3 2023 Oct 25, 2023	SELL	$64.04 - $69.58 $24,719 - $26,857	-386 Reduced 9.51%	3,671 $236,000
Q2 2023 Aug 07, 2023	BUY	$66.03 - $69.1 $33,939 - $35,517	514 Added 14.51%	4,057 $273,000
Q1 2023 Apr 26, 2023	SELL	$62.17 - $67.7 $174,759 - $190,304	-2,811 Reduced 44.24%	3,543 $236,000
Q4 2022 Jan 27, 2023	SELL	$52.35 - $63.65 $42,403 - $51,556	-810 Reduced 11.31%	6,354 $391,000
Q3 2022 Nov 10, 2022	SELL	$52.32 - $63.1 $58,964 - $71,113	-1,127 Reduced 13.59%	7,164 $377,000
Q2 2022 Aug 04, 2022	BUY	$57.91 - $70.46 $1,216 - $1,479	21 Added 0.25%	8,291 $488,000
Q1 2022 Apr 20, 2022	SELL	$63.26 - $75.48 $106,023 - $126,504	-1,676 Reduced 16.85%	8,270 $575,000
Q4 2021 Jan 21, 2022	BUY	$72.36 - $77.76 $627,867 - $674,723	8,677 Added 683.77%	9,946 $742,000
Q3 2021 Nov 09, 2021	SELL	$72.98 - $78.2 $174,276 - $186,741	-2,388 Reduced 65.3%	1,269 $94,000
Q2 2021 Jul 29, 2021	SELL	$73.11 - $77.88 $163,254 - $173,906	-2,233 Reduced 37.91%	3,657 $274,000
Q1 2021 May 13, 2021	BUY	$68.58 - $73.12 $233,926 - $249,412	3,411 Added 137.6%	5,890 $424,000
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $144,104 - $172,811	2,479 New	2,479 $171,000

Others Institutions Holding IEFA

# of Institutions

2,177

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Concord Wealth Partners Ishares Tr Transaction History