Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 69,220 shares of IEFA stock, worth $4.87 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

69,220

Previous 61,946 11.74%

Holding current value

$4.87 Million

Previous $4.5 Million 20.07%

% of portfolio

0.33%

Previous 0.32%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$70.09 - $78.74 $509,834 - $572,754	7,274 Added 11.74%	69,220 $5.4 Million
Q2 2024 Jul 29, 2024	BUY	$70.77 - $76.19 $2.77 Million - $2.98 Million	39,116 Added 171.34%	61,946 $4.5 Million
Q1 2024 Apr 30, 2024	BUY	$68.14 - $74.43 $123,060 - $134,420	1,806 Added 8.59%	22,830 $1.69 Million
Q4 2023 Jan 24, 2024	BUY	$61.3 - $70.47 $745,714 - $857,267	12,165 Added 137.32%	21,024 $1.48 Million
Q3 2023 Oct 13, 2023	BUY	$64.04 - $69.58 $329,613 - $358,128	5,147 Added 138.66%	8,859 $570,000
Q2 2023 Jul 26, 2023	BUY	$66.03 - $69.1 $245,103 - $256,499	3,712 New	3,712 $250,000
Q1 2022 May 02, 2022	SELL	$63.26 - $75.48 $177,254 - $211,494	-2,802 Closed	0 $0
Q4 2021 Feb 03, 2022	SELL	$72.36 - $77.76 $176,703 - $189,889	-2,442 Reduced 46.57%	2,802 $209,000
Q3 2021 Oct 19, 2021	SELL	$72.98 - $78.2 $18,755 - $20,097	-257 Reduced 4.67%	5,244 $389,000
Q2 2021 Jul 28, 2021	SELL	$73.11 - $77.88 $2.82 Million - $3 Million	-38,569 Reduced 87.52%	5,501 $411,000
Q1 2021 Apr 26, 2021	BUY	$68.58 - $73.12 $3.01 Million - $3.2 Million	43,832 Added 18416.81%	44,070 $3.18 Million
Q4 2020 Feb 09, 2021	SELL	$58.13 - $69.71 $4,069 - $4,879	-70 Reduced 22.73%	238 $16,000
Q3 2020 Nov 10, 2020	SELL	$57.43 - $62.28 $287 - $311	-5 Reduced 1.6%	308 $18.9 Million
Q2 2020 Aug 10, 2020	SELL	$47.43 - $60.75 $7,114 - $9,112	-150 Reduced 32.4%	313 $18.5 Million
Q1 2020 May 14, 2020	BUY	$43.31 - $66.12 $1,385 - $2,115	32 Added 7.42%	463 $23.1 Million
Q4 2019 Feb 14, 2020	BUY	$59.36 - $65.51 $25,584 - $28,234	431 New	431 $28,000

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

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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Arkadios Wealth Advisors Ishares Tr Transaction History