9258 Wealth Management, LLC Ishares Tr Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 12,623 shares of IEFA stock, worth $915,672. This represents 0.15% of its overall portfolio holdings.

Number of Shares

12,623

Previous 12,688 0.51%

Holding current value

$915,672

Previous $921,000 6.95%

% of portfolio

0.15%

Previous 0.14%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$70.09 - $78.74 $4,555 - $5,118	-65 Reduced 0.51%	12,623 $985,000
Q2 2024 Aug 02, 2024	BUY	$70.77 - $76.19 $15,215 - $16,380	215 Added 1.72%	12,688 $921,000
Q1 2024 May 03, 2024	SELL	$68.14 - $74.43 $4,497 - $4,912	-66 Reduced 0.53%	12,473 $925,000
Q4 2023 Feb 06, 2024	BUY	$61.3 - $70.47 $70,862 - $81,463	1,156 Added 10.16%	12,539 $882,000
Q3 2023 Nov 08, 2023	BUY	$64.04 - $69.58 $10,438 - $11,341	163 Added 1.45%	11,383 $732,000
Q2 2023 Aug 08, 2023	BUY	$66.03 - $69.1 $112,977 - $118,230	1,711 Added 17.99%	11,220 $757,000
Q1 2023 May 03, 2023	BUY	$62.17 - $67.7 $84,675 - $92,207	1,362 Added 16.72%	9,509 $635,000
Q4 2022 Feb 03, 2023	SELL	$52.35 - $63.65 $25,285 - $30,742	-483 Reduced 5.6%	8,147 $502,000
Q3 2022 Nov 08, 2022	SELL	$52.32 - $63.1 $32,072 - $38,680	-613 Reduced 6.63%	8,630 $455,000
Q2 2022 Aug 04, 2022	BUY	$57.91 - $70.46 $24,785 - $30,156	428 Added 4.86%	9,243 $544,000
Q1 2022 May 13, 2022	BUY	$63.26 - $75.48 $5,187 - $6,189	82 Added 0.94%	8,815 $613,000
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $64,183 - $68,973	887 Added 11.31%	8,733 $652,000
Q3 2021 Nov 12, 2021	BUY	$72.98 - $78.2 $43,860 - $46,998	601 Added 8.3%	7,846 $583,000
Q2 2021 Aug 13, 2021	BUY	$73.11 - $77.88 $48,837 - $52,023	668 Added 10.16%	7,245 $542,000
Q1 2021 May 11, 2021	BUY	$68.58 - $73.12 $14,401 - $15,355	210 Added 3.3%	6,577 $474,000
Q3 2020 Nov 13, 2020	SELL	$57.43 - $62.28 $2,124 - $2,304	-37 Reduced 0.58%	6,367 $370,000
Q2 2020 Aug 13, 2020	SELL	$47.43 - $60.75 $624,415 - $799,773	-13,165 Reduced 67.27%	6,404 $366,000
Q1 2020 May 05, 2020	BUY	$43.31 - $66.12 $36,943 - $56,400	853 Added 4.56%	19,569 $1.02 Million
Q4 2019 Feb 06, 2020	SELL	$59.36 - $65.51 $253,111 - $279,334	-4,264 Reduced 18.56%	18,716 $1.22 Million
Q3 2019 Nov 07, 2019	SELL	$57.44 - $62.42 $168,758 - $183,389	-2,938 Reduced 11.34%	22,980 $1.4 Million
Q2 2019 Aug 07, 2019	BUY	$59.39 - $62.73 $283,587 - $299,535	4,775 Added 22.58%	25,918 $1.59 Million
Q1 2019 May 07, 2019	BUY	$54.44 - $61.46 $116,664 - $131,708	2,143 Added 11.28%	21,143 $1.29 Million
Q4 2018 Feb 12, 2019	BUY	$53.06 - $64.19 $1.01 Million - $1.22 Million	19,000 New	19,000 $1.05 Million

Others Institutions Holding IEFA

# of Institutions

2,000

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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9258 Wealth Management, LLC Ishares Tr Transaction History