Plante Moran Financial Advisors, LLC Ishares Tr Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 3,982 shares of IEFA stock, worth $302,313. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,982

Previous 3,766 5.74%

Holding current value

$302,313

Previous $293,000 4.78%

% of portfolio

0.02%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$70.06 - $77.43 $15,132 - $16,724	216 Added 5.74%	3,982 $279,000
Q3 2024 Oct 30, 2024	SELL	$70.09 - $78.74 $12,195 - $13,700	-174 Reduced 4.42%	3,766 $293,000
Q2 2024 Aug 12, 2024	SELL	$70.77 - $76.19 $32,058 - $34,514	-453 Reduced 10.31%	3,940 $286,000
Q1 2024 May 09, 2024	BUY	$68.14 - $74.43 $116,587 - $127,349	1,711 Added 63.8%	4,393 $326,000
Q4 2023 Feb 05, 2024	BUY	$61.3 - $70.47 $13,915 - $15,996	227 Added 9.25%	2,682 $188,000
Q3 2023 Nov 07, 2023	SELL	$64.04 - $69.58 $25,295 - $27,484	-395 Reduced 13.86%	2,455 $157,000
Q2 2023 Aug 07, 2023	BUY	$66.03 - $69.1 $32,024 - $33,513	485 Added 20.51%	2,850 $192,000
Q1 2023 May 08, 2023	SELL	$62.17 - $67.7 $19,148 - $20,851	-308 Reduced 11.52%	2,365 $158,000
Q4 2022 Feb 09, 2023	SELL	$52.35 - $63.65 $290,961 - $353,766	-5,558 Reduced 67.53%	2,673 $164,000
Q3 2022 Nov 02, 2022	BUY	$52.32 - $63.1 $193,531 - $233,406	3,699 Added 81.62%	8,231 $434,000
Q2 2022 Aug 02, 2022	BUY	$57.91 - $70.46 $125,548 - $152,757	2,168 Added 91.71%	4,532 $267,000
Q1 2022 May 06, 2022	SELL	$63.26 - $75.48 $11,197 - $13,359	-177 Reduced 6.97%	2,364 $164,000
Q4 2021 Feb 09, 2022	SELL	$72.36 - $77.76 $74,892 - $80,481	-1,035 Reduced 28.94%	2,541 $190,000
Q3 2021 Nov 08, 2021	BUY	$72.98 - $78.2 $109,542 - $117,378	1,501 Added 72.34%	3,576 $266,000
Q1 2021 May 13, 2021	BUY	$68.58 - $73.12 $15,430 - $16,452	225 Added 12.16%	2,075 $150,000
Q4 2020 Feb 09, 2021	BUY	$58.13 - $69.71 $48,712 - $58,416	838 Added 82.81%	1,850 $128,000
Q3 2020 Nov 12, 2020	BUY	$57.43 - $62.28 $10,165 - $11,023	177 Added 21.2%	1,012 $61,000
Q2 2020 Aug 10, 2020	BUY	$47.43 - $60.75 $25,944 - $33,230	547 Added 189.93%	835 $48,000
Q1 2020 May 07, 2020	SELL	$43.31 - $66.12 $39,888 - $60,896	-921 Reduced 76.18%	288 $14,000
Q4 2019 Feb 14, 2020	SELL	$59.36 - $65.51 $137,002 - $151,197	-2,308 Reduced 65.62%	1,209 $79,000
Q3 2019 Nov 13, 2019	BUY	$57.44 - $62.42 $188,690 - $205,049	3,285 Added 1415.95%	3,517 $214,000
Q2 2019 Aug 13, 2019	SELL	$59.39 - $62.73 $1,069 - $1,129	-18 Reduced 7.2%	232 $14,000
Q1 2019 May 13, 2019	SELL	$54.44 - $61.46 $19,925 - $22,494	-366 Reduced 59.42%	250 $15,000
Q4 2018 Jan 29, 2019	BUY	$53.06 - $64.19 $32,684 - $39,541	616 New	616 $34,000
Q3 2018 Nov 09, 2018	SELL	$61.82 - $65.16 $10,818 - $11,403	-175 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	$62.19 - $64.17 $10,883 - $11,229	175	175 $11,000

Others Institutions Holding IEFA

# of Institutions

2,119

Shares Held

1.5B

Call Options Held

155K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Plante Moran Financial Advisors, LLC Ishares Tr Transaction History