Goal Vest Advisory LLC Ishares Tr Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 34,229 shares of IEFA stock, worth $2.67 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

34,229

Previous 31,974 7.05%

Holding current value

$2.67 Million

Previous $2.5 Million 3.61%

% of portfolio

0.68%

Previous 0.75%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$70.06 - $77.43 $157,985 - $174,604	2,255 Added 7.05%	34,229 $2.41 Million
Q3 2024 Nov 06, 2024	BUY	$70.09 - $78.74 $315,615 - $354,566	4,503 Added 16.39%	31,974 $2.5 Million
Q2 2024 Jul 30, 2024	BUY	$70.77 - $76.19 $202,402 - $217,903	2,860 Added 11.62%	27,471 $2 Million
Q1 2024 Apr 15, 2024	SELL	$68.14 - $74.43 $39,998 - $43,690	-587 Reduced 2.33%	24,611 $1.83 Million
Q4 2023 Jan 02, 2024	BUY	$61.3 - $70.47 $66,449 - $76,389	1,084 Added 4.5%	25,198 $1.77 Million
Q3 2023 Oct 10, 2023	BUY	$64.04 - $69.58 $641,744 - $697,261	10,021 Added 71.11%	24,114 $1.55 Million
Q2 2023 Jul 17, 2023	BUY	$66.03 - $69.1 $575,385 - $602,137	8,714 Added 162.0%	14,093 $951,000
Q1 2023 Apr 03, 2023	BUY	$62.17 - $67.7 $325,522 - $354,477	5,236 Added 3661.54%	5,379 $359,000
Q4 2022 Jan 06, 2023	SELL	$52.35 - $63.65 $95,905 - $116,606	-1,832 Reduced 92.76%	143 $0
Q3 2022 Oct 11, 2022	SELL	$52.32 - $63.1 $228,010 - $274,989	-4,358 Reduced 68.81%	1,975 $104,000
Q2 2022 Jul 06, 2022	SELL	$57.91 - $70.46 $2.26 Million - $2.75 Million	-39,057 Reduced 86.05%	6,333 $365,000
Q1 2022 May 03, 2022	BUY	$63.26 - $75.48 $1.62 Million - $1.94 Million	25,681 Added 130.3%	45,390 $3.16 Million
Q2 2021 Sep 01, 2021	SELL	$73.11 - $77.88 $862,698 - $918,984	-11,800 Reduced 37.45%	19,709 $1.48 Million
Q1 2021 May 13, 2021	BUY	$68.58 - $73.12 $179,336 - $191,208	2,615 Added 9.05%	31,509 $2.27 Million
Q4 2020 Jan 28, 2021	BUY	$58.13 - $69.71 $1.68 Million - $2.01 Million	28,894 New	28,894 $2 Million

Others Institutions Holding IEFA

# of Institutions

2,161

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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Goal Vest Advisory LLC Ishares Tr Transaction History