Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 50,245 shares of IEFA stock, worth $3.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

50,245

Previous 51,190 1.85%

Holding current value

$3.8 Million

Previous $4 Million 11.61%

% of portfolio

0.13%

Previous 0.17%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$70.06 - $77.43 $66,206 - $73,171	-945 Reduced 1.85%	50,245 $3.53 Million
Q3 2024 Nov 08, 2024	SELL	$70.09 - $78.74 $500,092 - $561,809	-7,135 Reduced 12.23%	51,190 $4 Million
Q2 2024 Aug 13, 2024	SELL	$70.77 - $76.19 $1.01 Million - $1.09 Million	-14,273 Reduced 19.66%	58,325 $4.24 Million
Q1 2024 Apr 30, 2024	BUY	$68.14 - $74.43 $2.03 Million - $2.21 Million	29,729 Added 69.35%	72,598 $5.39 Million
Q4 2023 Jan 30, 2024	SELL	$61.3 - $70.47 $289,274 - $332,547	-4,719 Reduced 9.92%	42,869 $3.02 Million
Q3 2023 Oct 17, 2023	BUY	$64.04 - $69.58 $136,277 - $148,066	2,128 Added 4.68%	47,588 $3.06 Million
Q2 2023 Jul 19, 2023	BUY	$66.03 - $69.1 $294,625 - $308,324	4,462 Added 10.88%	45,460 $3.07 Million
Q1 2023 May 10, 2023	BUY	$62.17 - $67.7 $353,498 - $384,942	5,686 Added 16.1%	40,998 $2.74 Million
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $572,185 - $695,694	10,930 Added 44.83%	35,312 $2.18 Million
Q3 2022 Oct 26, 2022	BUY	$52.32 - $63.1 $214,250 - $258,394	4,095 Added 20.19%	24,382 $1.28 Million
Q2 2022 Aug 10, 2022	SELL	$57.91 - $70.46 $282,716 - $343,985	-4,882 Reduced 19.4%	20,287 $1.19 Million
Q1 2022 May 13, 2022	BUY	$63.26 - $75.48 $624,819 - $745,515	9,877 Added 64.59%	25,169 $1.75 Million
Q4 2021 Feb 14, 2022	SELL	$72.36 - $77.76 $155,718 - $167,339	-2,152 Reduced 12.34%	15,292 $1.14 Million
Q3 2021 Nov 02, 2021	SELL	$72.98 - $78.2 $56,340 - $60,370	-772 Reduced 4.24%	17,444 $1.3 Million
Q2 2021 Jul 27, 2021	BUY	$73.11 - $77.88 $67,846 - $72,272	928 Added 5.37%	18,216 $1.36 Million
Q1 2021 May 11, 2021	SELL	$68.58 - $73.12 $68,785 - $73,339	-1,003 Reduced 5.48%	17,288 $1.25 Million
Q4 2020 Feb 09, 2021	SELL	$58.13 - $69.71 $25,228 - $30,254	-434 Reduced 2.32%	18,291 $1.26 Million
Q3 2020 Oct 20, 2020	BUY	$57.43 - $62.28 $32,160 - $34,876	560 Added 3.08%	18,725 $1.13 Million
Q2 2020 Jul 02, 2020	BUY	$47.43 - $60.75 $374,032 - $479,074	7,886 Added 76.72%	18,165 $1.04 Million
Q1 2020 Apr 01, 2020	BUY	$43.31 - $66.12 $294,984 - $450,343	6,811 Added 196.4%	10,279 $512,000
Q4 2019 Feb 11, 2020	SELL	$59.36 - $65.51 $40,008 - $44,153	-674 Reduced 16.27%	3,468 $226,000
Q3 2019 Oct 09, 2019	BUY	$57.44 - $62.42 $169,677 - $184,388	2,954 Added 248.65%	4,142 $252,000
Q2 2019 Aug 14, 2019	BUY	$59.39 - $62.73 $1,306 - $1,380	22 Added 1.89%	1,188 $73,000
Q1 2019 May 08, 2019	BUY	$54.44 - $61.46 $20,687 - $23,354	380 Added 48.35%	1,166 $70,000
Q4 2018 Feb 13, 2019	BUY	$53.06 - $64.19 $14,220 - $17,202	268 Added 51.74%	786 $43,000
Q3 2017 Nov 08, 2017	SELL	$62.19 - $64.17 $53,545 - $55,250	-861 Reduced 62.44%	518 $33,000
Q2 2017 Aug 15, 2017	BUY	N/A	1,379	1,379 $84,000

Others Institutions Holding IEFA

# of Institutions

2,145

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History