Planning Alternatives LTD Ishares Tr Transaction History

Planning Alternatives LTD

$653 Million
Q3 2024

A detailed history of Planning Alternatives LTD transactions in Ishares Tr stock. As of the latest transaction made, Planning Alternatives LTD holds 8,138 shares of IEFA stock, worth $577,309. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,138

Previous 7,620 6.8%

Holding current value

$577,309

Previous $553,000 14.83%

% of portfolio

0.1%

Previous 0.09%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $36,306 - $40,787	518 Added 6.8%	8,138 $635,000
Q2 2024 Jul 25, 2024	SELL	$70.77 - $76.19 $36,658 - $39,466	-518 Reduced 6.37%	7,620 $553,000
Q1 2024 Apr 17, 2024	BUY	$68.14 - $74.43 $10,221 - $11,164	150 Added 1.88%	8,138 $604,000
Q4 2023 Jan 23, 2024	SELL	$61.3 - $70.47 $8,398 - $9,654	-137 Reduced 1.69%	7,988 $561,000
Q3 2023 Oct 17, 2023	SELL	$64.04 - $69.58 $10,886 - $11,828	-170 Reduced 2.05%	8,125 $522,000
Q2 2023 Jul 18, 2023	SELL	$66.03 - $69.1 $46,154 - $48,300	-699 Reduced 7.77%	8,295 $559,000
Q1 2023 May 04, 2023	BUY	$62.17 - $67.7 $35,685 - $38,859	574 Added 6.82%	8,994 $601,000
Q4 2022 Jan 19, 2023	SELL	$52.35 - $63.65 $103,600 - $125,963	-1,979 Reduced 19.03%	8,420 $0
Q3 2022 Oct 12, 2022	SELL	$52.32 - $63.1 $627 - $757	-12 Reduced 0.12%	10,399 $548,000
Q2 2022 Jul 20, 2022	SELL	$57.91 - $70.46 $2,316 - $2,818	-40 Reduced 0.38%	10,411 $613,000
Q1 2022 Apr 28, 2022	SELL	$63.26 - $75.48 $9,109 - $10,869	-144 Reduced 1.36%	10,451 $726,000
Q4 2021 Jan 25, 2022	SELL	$72.36 - $77.76 $25,181 - $27,060	-348 Reduced 3.18%	10,595 $791,000
Q3 2021 Oct 19, 2021	SELL	$72.98 - $78.2 $7,298 - $7,820	-100 Reduced 0.91%	10,943 $813,000
Q2 2021 Jul 15, 2021	BUY	$73.11 - $77.88 $29,975 - $31,930	410 Added 3.86%	11,043 $827,000
Q1 2021 Apr 14, 2021	SELL	$68.58 - $73.12 $107,190 - $114,286	-1,563 Reduced 12.82%	10,633 $766,000
Q4 2020 Jan 29, 2021	SELL	$58.13 - $69.71 $1.79 Million - $2.14 Million	-30,727 Reduced 71.59%	12,196 $843,000
Q3 2020 Oct 14, 2020	SELL	$57.43 - $62.28 $4.64 Million - $5.03 Million	-80,717 Reduced 65.28%	42,923 $2.59 Million
Q2 2020 Jul 24, 2020	SELL	$47.43 - $60.75 $1.01 Million - $1.3 Million	-21,332 Reduced 14.71%	123,640 $7.07 Million
Q1 2020 May 04, 2020	BUY	$43.31 - $66.12 $632,239 - $965,219	14,598 Added 11.2%	144,972 $7.23 Million
Q4 2019 Jan 27, 2020	BUY	$59.36 - $65.51 $512,158 - $565,220	8,628 Added 7.09%	130,374 $8.51 Million
Q3 2019 Oct 16, 2019	SELL	$57.44 - $62.42 $42,103 - $45,753	-733 Reduced 0.6%	121,746 $7.44 Million
Q2 2019 Jul 24, 2019	SELL	$59.39 - $62.73 $110,346 - $116,552	-1,858 Reduced 1.49%	122,479 $7.52 Million
Q1 2019 May 06, 2019	SELL	$54.44 - $61.46 $692,041 - $781,279	-12,712 Reduced 9.28%	124,337 $7.56 Million
Q4 2018 Feb 07, 2019	BUY	$53.06 - $64.19 $44,888 - $54,304	846 Added 0.62%	137,049 $7.54 Million
Q3 2018 Oct 29, 2018	BUY	$61.82 - $65.16 $279,920 - $295,044	4,528 Added 3.44%	136,203 $8.73 Million
Q2 2018 Jul 26, 2018	BUY	$62.74 - $67.79 $75,476 - $81,551	1,203 Added 0.92%	131,675 $8.34 Million
Q1 2018 May 01, 2018	BUY	$64.18 - $70.84 $486,099 - $536,542	7,574 Added 6.16%	130,472 $8.6 Million
Q4 2017 Feb 02, 2018	BUY	$64.09 - $66.44 $166,698 - $172,810	2,601 Added 2.16%	122,898 $8.12 Million
Q3 2017 Oct 19, 2017	BUY	$62.19 - $64.17 $7.48 Million - $7.72 Million	120,297	120,297 $7.72 Million

Others Institutions Holding IEFA

# of Institutions

2,004

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

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Planning Alternatives LTD Ishares Tr Transaction History