St. Louis Financial Planners Asset Management, LLC Ishares Tr Transaction History

St. Louis Financial Planners Asset Management, LLC

  • $138 Billion
  • Q4 2024

A detailed history of St. Louis Financial Planners Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, St. Louis Financial Planners Asset Management, LLC holds 20,174 shares of IEZ stock, worth $397,226. This represents 0.29% of its overall portfolio holdings.

Number of Shares
20,174
Holding current value
$397,226
% of portfolio
0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$18.93 - $22.09 $381,893 - $445,643
20,174 New
20,174 $400 Million
Q4 2023

Jan 05, 2024
BUY
$20.39 - $24.27 $3,486 - $4,150
171 Added 1.32%
13,150 $288 Million
Q3 2023

Oct 06, 2023
SELL
$20.14 - $25.39 $319,057 - $402,228
-15,842 Reduced 54.97%
12,979 $292 Million
Q2 2023

Jul 06, 2023
BUY
$17.22 - $20.49 $16,135 - $19,199
937 Added 3.36%
28,821 $580 Million
Q1 2023

Apr 05, 2023
BUY
$17.87 - $23.07 $498,287 - $643,283
27,884 New
27,884 $539 Million

Others Institutions Holding IEZ

# of Institutions
76
Shares Held
4.21M
Call Options Held
12.9K
Put Options Held
15.6K
View Full List

About ISHARES TR

IEZ Quotes by TradingView
  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
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