Abundance Wealth Counselors Ishares Tr Transaction History

Abundance Wealth Counselors

$483 Million
Q3 2024

A detailed history of Abundance Wealth Counselors transactions in Ishares Tr stock. As of the latest transaction made, Abundance Wealth Counselors holds 420,181 shares of IEFA stock, worth $30.2 Million. This represents 6.79% of its overall portfolio holdings.

Number of Shares

420,181

Previous 424,658 1.05%

Holding current value

$30.2 Million

Previous $30.8 Million 6.32%

% of portfolio

6.79%

Previous 14.2%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$70.09 - $78.74 $313,792 - $352,518	-4,477 Reduced 1.05%	420,181 $32.8 Million
Q2 2024 Jul 17, 2024	SELL	$70.77 - $76.19 $289,307 - $311,464	-4,088 Reduced 0.95%	424,658 $30.8 Million
Q1 2024 Apr 19, 2024	BUY	$68.14 - $74.43 $433,847 - $473,895	6,367 Added 1.51%	428,746 $31.8 Million
Q4 2023 Jan 17, 2024	SELL	$61.3 - $70.47 $621,582 - $714,565	-10,140 Reduced 2.34%	422,379 $29.7 Million
Q3 2023 Oct 30, 2023	SELL	$64.04 - $69.58 $48,414 - $52,602	-756 Reduced 0.17%	432,519 $27.8 Million
Q2 2023 Jul 19, 2023	SELL	$66.03 - $69.1 $1.39 Million - $1.45 Million	-21,039 Reduced 4.63%	433,275 $29.2 Million
Q1 2023 May 02, 2023	BUY	$62.17 - $67.7 $134,908 - $146,909	2,170 Added 0.48%	454,314 $30.4 Million
Q4 2022 Feb 09, 2023	BUY	$52.35 - $63.65 $1.13 Million - $1.38 Million	21,643 Added 5.03%	452,144 $27.9 Million
Q4 2022 Feb 02, 2023	SELL	$52.35 - $63.65 $13.2 Million - $16.1 Million	-252,839 Reduced 37.0%	430,501 $26.5 Million
Q3 2022 Oct 31, 2022	BUY	$52.32 - $63.1 $281,324 - $339,288	5,377 Added 0.79%	683,340 $36 Million
Q2 2022 Aug 05, 2022	BUY	$57.91 - $70.46 $1.26 Million - $1.54 Million	21,790 Added 3.32%	677,963 $39.9 Million
Q1 2022 Apr 28, 2022	BUY	$63.26 - $75.48 $1.45 Million - $1.73 Million	22,907 Added 3.62%	656,173 $45.6 Million
Q4 2021 Jan 18, 2022	SELL	$72.36 - $77.76 $809,418 - $869,823	-11,186 Reduced 1.74%	633,266 $47.3 Million
Q3 2021 Nov 04, 2021	BUY	$72.98 - $78.2 $437,952 - $469,278	6,001 Added 0.94%	644,452 $47.9 Million
Q2 2021 Jul 26, 2021	SELL	$73.11 - $77.88 $3.45 Billion - $3.67 Billion	-47,155,991 Reduced 98.66%	638,451 $47.8 Million
Q2 2021 Jul 21, 2021	BUY	$73.11 - $77.88 $3.45 Billion - $3.67 Billion	47,142,677 Added 7233.08%	47,794,442 $638,000
Q1 2021 May 06, 2021	BUY	$68.58 - $73.12 $44.6 Million - $47.5 Million	650,018 Added 37207.67%	651,765 $47 Million
Q1 2021 May 05, 2021	SELL	$68.58 - $73.12 $59.8 Million - $63.7 Million	-871,536 Reduced 99.8%	1,747 $126,000
Q4 2020 Jan 27, 2021	BUY	$58.13 - $69.71 $328,492 - $393,931	5,651 Added 0.65%	873,283 $60.3 Million
Q3 2020 Nov 04, 2020	SELL	$57.43 - $62.28 $561,550 - $608,973	-9,778 Reduced 1.11%	867,632 $52.3 Million
Q2 2020 Jul 21, 2020	SELL	$47.43 - $60.75 $13.6 Million - $17.4 Million	-285,777 Reduced 24.57%	877,410 $50.2 Million
Q1 2020 Apr 10, 2020	BUY	$43.31 - $66.12 $5.26 Million - $8.03 Million	121,403 Added 11.65%	1,163,187 $58 Million
Q4 2019 Jan 30, 2020	BUY	$59.36 - $65.51 $2.04 Million - $2.25 Million	34,304 Added 3.4%	1,041,784 $68 Million
Q3 2019 Oct 31, 2019	BUY	$57.44 - $62.42 $2.15 Million - $2.34 Million	37,493 Added 3.87%	1,007,480 $61.5 Million
Q2 2019 Aug 14, 2019	BUY	$59.39 - $62.73 $1.91 Million - $2.02 Million	32,233 Added 3.44%	969,987 $59.6 Million
Q1 2019 May 10, 2019	BUY	$54.44 - $61.46 $2.62 Million - $2.96 Million	48,130 Added 5.41%	937,754 $57 Million
Q4 2018 Feb 14, 2019	BUY	$53.06 - $64.19 $47.2 Million - $57.1 Million	889,624 New	889,624 $48.9 Million

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Abundance Wealth Counselors, based on Form 13F filings with the SEC.

News

Stay updated on Abundance Wealth Counselors with notifications on news.

Account

Abundance Wealth Counselors Ishares Tr Transaction History