Edgemoor Investment Advisors, Inc. Ishares Tr Transaction History

Edgemoor Investment Advisors, Inc.

$1.1 Billion
Q4 2024

A detailed history of Edgemoor Investment Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 4,412 shares of IEFA stock, worth $330,944. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,412

Previous 4,412 -0.0%

Holding current value

$330,944

Previous $344,000 9.88%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$70.09 - $78.74 $7,009 - $7,873	-100 Reduced 2.22%	4,412 $344,000
Q2 2024 Aug 07, 2024	SELL	$70.77 - $76.19 $4,529 - $4,876	-64 Reduced 1.4%	4,512 $327,000
Q4 2023 Feb 07, 2024	SELL	$61.3 - $70.47 $373,317 - $429,162	-6,090 Reduced 57.1%	4,576 $321,000
Q3 2023 Nov 09, 2023	BUY	$64.04 - $69.58 $390,003 - $423,742	6,090 Added 133.09%	10,666 $686,000
Q1 2023 May 09, 2023	SELL	$62.17 - $67.7 $28,660 - $31,209	-461 Reduced 9.15%	4,576 $305,000
Q4 2022 Feb 07, 2023	BUY	$52.35 - $63.65 $24,133 - $29,342	461 Added 10.07%	5,037 $310,000
Q3 2022 Nov 08, 2022	BUY	$52.32 - $63.1 $239,416 - $288,745	4,576 New	4,576 $241,000
Q3 2021 Nov 02, 2021	SELL	$72.98 - $78.2 $219,669 - $235,382	-3,010 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$58.13 - $69.71 $174,971 - $209,827	3,010 New	3,010 $208,000
Q1 2019 May 08, 2019	SELL	$54.44 - $61.46 $209,811 - $236,866	-3,854 Closed	0 $0
Q4 2018 Jan 31, 2019	BUY	$53.06 - $64.19 $204,493 - $247,388	3,854 New	3,854 $212,000
Q4 2017 Feb 07, 2018	SELL	$64.09 - $66.44 $207,972 - $215,597	-3,245 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	$62.19 - $64.17 $201,806 - $208,231	3,245	3,245 $208,000

Others Institutions Holding IEFA

# of Institutions

2,097

Shares Held

1.49B

Call Options Held

155K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
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Edgemoor Investment Advisors, Inc. Ishares Tr Transaction History