Phillips Wealth Planners LLC Ishares Tr Transaction History

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Tr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 5,273 shares of IEFA stock, worth $394,473. This represents 0.38% of its overall portfolio holdings.

Number of Shares

5,273

Previous 5,237 0.69%

Holding current value

$394,473

Previous $391 Million 2.44%

% of portfolio

0.38%

Previous 0.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$70.09 - $78.74 $2,523 - $2,834	36 Added 0.69%	5,273 $400 Million
Q2 2024 Aug 02, 2024	BUY	$70.77 - $76.19 $7,643 - $8,228	108 Added 2.11%	5,237 $391 Million
Q1 2024 Apr 29, 2024	SELL	$68.14 - $74.43 $29,232 - $31,930	-429 Reduced 7.72%	5,129 $364 Million
Q4 2023 Feb 12, 2024	BUY	$61.3 - $70.47 $79,322 - $91,188	1,294 Added 30.35%	5,558 $382 Million
Q3 2023 Oct 30, 2023	SELL	$64.04 - $69.58 $4,034 - $4,383	-63 Reduced 1.46%	4,264 $267 Million
Q2 2023 Jul 26, 2023	SELL	$66.03 - $69.1 $17,035 - $17,827	-258 Reduced 5.63%	4,327 $292 Million
Q1 2023 May 15, 2023	SELL	$62.17 - $67.7 $19,956 - $21,731	-321 Reduced 6.54%	4,585 $315 Million
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $256,829 - $312,266	4,906 New	4,906 $328 Million

Others Institutions Holding IEFA

# of Institutions

1,973

Shares Held

1.42B

Call Options Held

141K

Put Options Held

534K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Phillips Wealth Planners LLC Ishares Tr Transaction History