Aj Wealth Strategies, LLC Ishares Tr Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 13,703 shares of IEFA stock, worth $1.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,703

Previous 38,200 64.13%

Holding current value

$1.07 Million

Previous $2.55 Million 63.81%

% of portfolio

0.04%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	SELL	$66.03 - $69.1 $1.62 Million - $1.69 Million	-24,497 Reduced 64.13%	13,703 $924,000
Q1 2023 Apr 28, 2023	BUY	$62.17 - $67.7 $935,907 - $1.02 Million	15,054 Added 65.04%	38,200 $2.55 Million
Q4 2022 Jan 25, 2023	SELL	$52.35 - $63.65 $2.14 Million - $2.6 Million	-40,859 Reduced 63.84%	23,146 $1.43 Million
Q2 2022 Aug 04, 2022	BUY	$57.91 - $70.46 $3.19 Million - $3.88 Million	55,008 Added 611.4%	64,005 $3.77 Million
Q1 2022 May 13, 2022	SELL	$63.26 - $75.48 $1.26 Million - $1.51 Million	-19,981 Reduced 68.95%	8,997 $625,000
Q4 2021 Jan 26, 2022	BUY	$72.36 - $77.76 $1.57 Million - $1.68 Million	21,635 Added 294.63%	28,978 $2.16 Million
Q2 2021 Aug 16, 2021	BUY	$73.11 - $77.88 $58,488 - $62,304	800 Added 12.23%	7,343 $550,000
Q1 2021 May 06, 2021	SELL	$68.58 - $73.12 $47,663 - $50,818	-695 Reduced 9.6%	6,543 $471,000
Q3 2020 Nov 16, 2020	SELL	$57.43 - $62.28 $52,491 - $56,923	-914 Reduced 11.21%	7,238 $436,000
Q2 2020 Aug 14, 2020	BUY	$47.43 - $60.75 $386,649 - $495,234	8,152 New	8,152 $466,000
Q1 2020 May 15, 2020	SELL	$43.31 - $66.12 $18.7 Million - $28.6 Million	-432,648 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$59.36 - $65.51 $748,588 - $826,146	-12,611 Reduced 2.83%	432,648 $28.2 Million
Q3 2019 Nov 26, 2019	BUY	$57.44 - $62.42 $1.07 Million - $1.17 Million	18,703 Added 4.38%	445,259 $27.2 Million
Q2 2019 Aug 19, 2019	BUY	$59.39 - $62.73 $1.35 Million - $1.42 Million	22,705 Added 5.62%	426,556 $26.2 Million
Q1 2019 May 13, 2019	BUY	$54.44 - $61.46 $797,219 - $900,020	14,644 Added 3.76%	403,851 $24.5 Million
Q4 2018 Feb 14, 2019	BUY	$53.06 - $64.19 $20.7 Million - $25 Million	389,207 New	389,207 $21.4 Million

Others Institutions Holding IEFA

# of Institutions

2,159

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Aj Wealth Strategies, LLC Ishares Tr Transaction History