Archetype Wealth Partners Ishares Tr Transaction History

Archetype Wealth Partners

$681 Million
Q1 2025

A detailed history of Archetype Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Archetype Wealth Partners holds 802,694 shares of IEFA stock, worth $66.3 Million. This represents 8.92% of its overall portfolio holdings.

Number of Shares

802,694

Previous 827,295 2.97%

Holding current value

$66.3 Million

Previous $58.1 Million 4.44%

% of portfolio

8.92%

Previous 8.47%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$69.57 - $78.65 $1.71 Million - $1.93 Million	-24,601 Reduced 2.97%	802,694 $60.7 Million
Q4 2024 Feb 14, 2025	BUY	$70.06 - $77.43 $274,074 - $302,906	3,912 Added 0.48%	827,295 $58.1 Million
Q3 2024 Nov 14, 2024	BUY	$70.09 - $78.74 $1.4 Million - $1.58 Million	20,040 Added 2.49%	823,383 $64.3 Million
Q2 2024 Aug 15, 2024	BUY	$70.77 - $76.19 $2.94 Million - $3.17 Million	41,560 Added 5.46%	803,343 $58.4 Million
Q1 2024 May 14, 2024	BUY	$68.14 - $74.43 $1.02 Million - $1.12 Million	15,040 Added 2.01%	761,783 $56.5 Million
Q4 2023 Feb 14, 2024	BUY	$61.3 - $70.47 $8.61 Million - $9.9 Million	140,442 Added 23.16%	746,743 $52.5 Million
Q3 2023 Nov 13, 2023	SELL	$64.04 - $69.58 $7.49 Million - $8.14 Million	-116,921 Reduced 16.17%	606,301 $39 Million
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $11.4 Million - $12 Million	173,369 Added 31.53%	723,222 $48.8 Million
Q1 2023 May 10, 2023	BUY	$62.17 - $67.7 $2.31 Million - $2.52 Million	37,172 Added 7.25%	549,853 $36.8 Million
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $1.06 Million - $1.29 Million	20,189 Added 4.1%	512,681 $31.6 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $227,487 - $274,358	4,348 Added 0.89%	492,492 $25.9 Million
Q2 2022 Aug 15, 2022	BUY	$57.91 - $70.46 $114,140 - $138,876	1,971 Added 0.41%	488,144 $28.7 Million
Q1 2022 May 12, 2022	BUY	$63.26 - $75.48 $6.42 Million - $7.66 Million	101,464 Added 26.37%	486,173 $33.8 Million
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $3.87 Million - $4.16 Million	53,523 Added 16.16%	384,709 $28.7 Million
Q3 2021 Nov 12, 2021	BUY	$72.98 - $78.2 $1.29 Million - $1.38 Million	17,675 Added 5.64%	331,186 $24.6 Million
Q2 2021 Aug 13, 2021	BUY	$73.11 - $77.88 $3.24 Million - $3.45 Million	44,308 Added 16.46%	313,511 $23.5 Million
Q1 2021 Apr 30, 2021	BUY	$68.58 - $73.12 $1.38 Million - $1.47 Million	20,097 Added 8.07%	269,203 $19.4 Million
Q4 2020 Feb 12, 2021	BUY	$58.13 - $69.71 $7.74 Million - $9.28 Million	133,129 Added 114.79%	249,106 $17.2 Million
Q3 2020 Oct 15, 2020	BUY	$57.43 - $62.28 $623,517 - $676,173	10,857 Added 10.33%	115,977 $6.99 Million
Q2 2020 Aug 13, 2020	SELL	$47.43 - $60.75 $1.52 Million - $1.94 Million	-31,948 Reduced 23.31%	105,120 $6.01 Million
Q1 2020 May 15, 2020	BUY	$43.31 - $66.12 $2.22 Million - $3.39 Million	51,264 Added 59.75%	137,068 $6.84 Million
Q4 2019 Feb 11, 2020	BUY	$59.36 - $65.51 $29,264 - $32,296	493 Added 0.58%	85,804 $5.6 Million
Q3 2019 Nov 15, 2019	BUY	$57.44 - $62.42 $972,459 - $1.06 Million	16,930 Added 24.76%	85,311 $5.21 Million
Q2 2019 Aug 12, 2019	BUY	$59.39 - $62.73 $1.33 Million - $1.41 Million	22,474 Added 48.96%	68,381 $4.2 Million
Q1 2019 May 16, 2019	BUY	$54.44 - $61.46 $6,042 - $6,822	111 Added 0.24%	45,907 $2.79 Million
Q4 2018 Feb 28, 2019	BUY	$53.06 - $64.19 $2.43 Million - $2.94 Million	45,796 New	45,796 $2.52 Million

Others Institutions Holding IEFA

# of Institutions

2,256

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
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Archetype Wealth Partners Ishares Tr Transaction History