Aletheian Wealth Advisors LLC Ishares Tr Transaction History

Aletheian Wealth Advisors LLC

$177 Million
Q1 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 42,584 shares of IEFA stock, worth $3.11 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

42,584

Previous 42,788 0.48%

Holding current value

$3.11 Million

Previous $3.01 Million 4.98%

% of portfolio

1.78%

Previous 2.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$68.14 - $74.43 $13,900 - $15,183	-204 Reduced 0.48%	42,584 $3.16 Million
Q4 2023 Jan 05, 2024	SELL	$61.3 - $70.47 $1.36 Million - $1.57 Million	-22,217 Reduced 34.18%	42,788 $3.01 Million
Q3 2023 Oct 04, 2023	BUY	$64.04 - $69.58 $9,477 - $10,297	148 Added 0.23%	65,005 $4.18 Million
Q2 2023 Jul 13, 2023	BUY	$66.03 - $69.1 $226,879 - $237,427	3,436 Added 5.59%	64,857 $4.38 Million
Q1 2023 May 11, 2023	SELL	$62.17 - $67.7 $331,303 - $360,773	-5,329 Reduced 7.98%	61,421 $4.11 Million

Q4 2022 Jan 17, 2023	BUY	$56.86 - $63.65 $853,127 - $955,004	15,004 Added 29.0%	66,750 $0
Q3 2022 Oct 14, 2022	BUY	$53.51 - $63.1 $401,325 - $473,250	7,500 Added 16.95%	51,746 $2.73 Million
Q2 2022 Jul 11, 2022	SELL	$57.91 - $70.46 $433,803 - $527,815	-7,491 Reduced 14.48%	44,246 $2.6 Million
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $2.7 Million - $3.22 Million	42,708 Added 473.01%	51,737 $3.6 Million
Q4 2021 Apr 12, 2022	BUY	$72.36 - $77.76 $653,338 - $702,095	9,029 New	9,029 $674,000

Others Institutions Holding IEFA

# of Institutions

1,888

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Aletheian Wealth Advisors LLC Ishares Tr Transaction History