Aletheian Wealth Advisors LLC Ishares Tr Transaction History

Aletheian Wealth Advisors LLC

$163 Million
Q3 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 38,933 shares of IEFA stock, worth $2.86 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

38,933

Previous 42,469 8.33%

Holding current value

$2.86 Million

Previous $3.08 Million 1.49%

% of portfolio

1.86%

Previous 1.69%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$70.09 - $78.74 $247,838 - $278,424	-3,536 Reduced 8.33%	38,933 $3.04 Million
Q2 2024 Jul 26, 2024	SELL	$70.77 - $76.19 $8,138 - $8,761	-115 Reduced 0.27%	42,469 $3.08 Million
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	$52.35 - $63.65 $785,459 - $955,004	15,004 Added 29.0%	66,750 $0
Q3 2022 Oct 14, 2022	BUY	$52.32 - $63.1 $392,400 - $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

2,043

Shares Held

1.44B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Aletheian Wealth Advisors LLC Ishares Tr Transaction History