Advocacy Wealth Management Services, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Advocacy Wealth Management Services, LLC

$1.17 Billion
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	BUY	$66.75 - $70.85 $66,082 - $70,141	990 Added 9.85%	11,040 $745,000
Q1 2023 Apr 14, 2023	BUY	$63.8 - $67.65 $641,190 - $679,882	10,050 New	10,050 $679,000
Q1 2022 Apr 04, 2022	SELL	$67.73 - $76.65 $1.16 Million - $1.31 Million	-17,142 Closed	0 $0
Q3 2020 Oct 02, 2020	BUY	$66.21 - $69.64 $1.13 Million - $1.19 Million	17,142 New	17,142 $1.17 Million
Q2 2020 Jul 02, 2020	SELL	$59.53 - $68.92 $30.7 Million - $35.5 Million	-515,227 Closed	0 $0
Q1 2020 Apr 02, 2020	BUY	$54.87 - $75.75 $10.7 Million - $14.7 Million	194,442 Added 60.61%	515,227 $30.8 Million
Q4 2019 Jan 06, 2020	BUY	$71.94 - $75.68 $16 Million - $16.8 Million	222,427 Added 226.14%	320,785 $23.9 Million
Q3 2019 Oct 02, 2019	BUY	$70.31 - $73.75 $939,200 - $985,152	13,358 Added 15.72%	98,358 $7.21 Million
Q2 2019 Jul 05, 2019	BUY	$70.31 - $73.27 $3.74 Million - $3.9 Million	53,219 Added 167.46%	85,000 $6.17 Million
Q1 2019 Apr 02, 2019	SELL	$66.36 - $72.4 $1.72 Million - $1.88 Million	-25,982 Reduced 44.98%	31,781 $2.3 Million
Q4 2018 Jan 07, 2019	SELL	$65.01 - $72.73 $2.34 Million - $2.62 Million	-36,003 Reduced 38.4%	57,763 $3.85 Million
Q3 2018 Oct 09, 2018	BUY	$70.42 - $73.23 $523,150 - $544,025	7,429 Added 8.6%	93,766 $6.83 Million
Q2 2018 Jul 09, 2018	SELL	$70.89 - $74.83 $87,407 - $92,265	-1,233 Reduced 1.41%	86,337 $6.14 Million
Q1 2018 Apr 12, 2018	BUY	$70.61 - $76.47 $18,570 - $20,111	263 Added 0.3%	87,570 $6.45 Million
Q4 2017 Jan 12, 2018	BUY	$71.02 - $73.23 $4.79 Million - $4.94 Million	67,408 Added 338.75%	87,307 $6.37 Million
Q3 2017 Oct 13, 2017	BUY	$70.55 - $71.06 $1.4 Million - $1.41 Million	19,899	19,899 $1.41 Million

Others Institutions Holding EFAV

# of Institutions

501

Shares Held

54.6M

Call Options Held

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