Kowal Investment Group, LLC Ishares Tr Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kowal Investment Group, LLC holds 83,697 shares of IEFA stock, worth $7.43 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

83,697

Previous 67,668 23.69%

Holding current value

$7.43 Million

Previous $4.92 Million 32.9%

% of portfolio

1.21%

Previous 0.99%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$70.09 - $78.74 $1.12 Million - $1.26 Million	16,029 Added 23.69%	83,697 $6.53 Million
Q2 2024 Aug 13, 2024	BUY	$70.77 - $76.19 $972,875 - $1.05 Million	13,747 Added 25.49%	67,668 $4.92 Million
Q1 2024 Apr 18, 2024	BUY	$68.14 - $74.43 $466,486 - $509,547	6,846 Added 14.54%	53,921 $4 Million
Q4 2023 Jan 22, 2024	BUY	$61.3 - $70.47 $311,465 - $358,058	5,081 Added 12.1%	47,075 $3.31 Million
Q3 2023 Oct 25, 2023	BUY	$64.04 - $69.58 $38,872 - $42,235	607 Added 1.47%	41,994 $2.7 Million

Q2 2023 Jul 18, 2023	BUY	$66.03 - $69.1 $1.38 Million - $1.44 Million	20,882 Added 101.84%	41,387 $2.79 Million
Q1 2023 Apr 21, 2023	BUY	$62.17 - $67.7 $326,019 - $355,018	5,244 Added 34.36%	20,505 $1.37 Million
Q4 2022 Jan 25, 2023	BUY	$52.35 - $63.65 $2,094 - $2,546	40 Added 0.26%	15,261 $0
Q3 2022 Nov 09, 2022	BUY	$52.32 - $63.1 $177,207 - $213,719	3,387 Added 28.62%	15,221 $802,000
Q2 2022 Aug 15, 2022	BUY	$57.91 - $70.46 $7,644 - $9,300	132 Added 1.13%	11,834 $696,000
Q1 2022 Apr 15, 2022	BUY	$63.26 - $75.48 $239,439 - $285,691	3,785 Added 47.81%	11,702 $813,000
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $79,451 - $85,380	1,098 Added 16.1%	7,917 $591,000
Q3 2021 Nov 12, 2021	SELL	$72.98 - $78.2 $43,496 - $46,607	-596 Reduced 8.04%	6,819 $506,000
Q2 2021 Aug 12, 2021	SELL	$73.11 - $77.88 $24,345 - $25,934	-333 Reduced 4.3%	7,415 $555,000
Q1 2021 May 12, 2021	BUY	$68.58 - $73.12 $153,962 - $164,154	2,245 Added 40.8%	7,748 $558,000
Q4 2020 Feb 19, 2021	BUY	$58.13 - $69.71 $319,889 - $383,614	5,503 New	5,503 $391,000

Others Institutions Holding IEFA

# of Institutions

2,414

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
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Kowal Investment Group, LLC Ishares Tr Transaction History