Consolidated Planning Corp Ishares Tr Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

A detailed history of Consolidated Planning Corp transactions in Ishares Tr stock. As of the latest transaction made, Consolidated Planning Corp holds 11,333 shares of IEFA stock, worth $799,883. This represents 0.15% of its overall portfolio holdings.

Number of Shares

11,333

Previous 52,931 78.59%

Holding current value

$799,883

Previous $3.84 Million 77.0%

% of portfolio

0.15%

Previous 0.7%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$70.09 - $78.74 $2.92 Million - $3.28 Million	-41,598 Reduced 78.59%	11,333 $884,000
Q2 2024 Aug 02, 2024	SELL	$70.77 - $76.19 $115,921 - $124,799	-1,638 Reduced 3.0%	52,931 $3.84 Million
Q1 2024 May 02, 2024	SELL	$68.14 - $74.43 $103,436 - $112,984	-1,518 Reduced 2.71%	54,569 $4.05 Million
Q4 2023 Feb 02, 2024	BUY	$61.3 - $70.47 $2.96 Million - $3.4 Million	48,239 Added 614.67%	56,087 $3.95 Million
Q3 2023 Nov 08, 2023	SELL	$64.04 - $69.58 $2.33 Million - $2.53 Million	-36,405 Reduced 82.27%	7,848 $505,000
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $2.92 Million - $3.06 Million	44,253 New	44,253 $2.99 Million
Q1 2022 May 03, 2022	SELL	$63.26 - $75.48 $12,905 - $15,397	-204 Reduced 5.6%	3,441 $239,000
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $61,795 - $66,407	854 Added 30.6%	3,645 $272,000
Q3 2021 Nov 17, 2021	BUY	$72.98 - $78.2 $948 - $1,016	13 Added 0.47%	2,791 $207,000
Q2 2021 Jul 26, 2021	BUY	$73.11 - $77.88 $203,099 - $216,350	2,778 New	2,778 $207,000
Q1 2020 May 12, 2020	SELL	$43.31 - $66.12 $210,573 - $321,475	-4,862 Closed	0 $0
Q4 2019 Apr 29, 2020	BUY	$59.36 - $65.51 $288,608 - $318,509	4,862 New	4,862 $317,000

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
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Consolidated Planning Corp Ishares Tr Transaction History