Aspireon Wealth Advisors Ishares Tr Transaction History

Aspireon Wealth Advisors

$183 Million
Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Aspireon Wealth Advisors holds 91,065 shares of IEFA stock, worth $7 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

91,065

Holding current value

$7 Million

% of portfolio

3.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 22, 2023	BUY	$62.17 - $67.7 $5.66 Million - $6.17 Million	91,065 New	91,065 $6.09 Million
Q3 2022 Nov 18, 2022	SELL	$52.32 - $63.1 $4.33 Million - $5.22 Million	-82,742 Reduced 53.25%	72,643 $3.83 Million
Q3 2022 Nov 15, 2022	BUY	$52.32 - $63.1 $4.39 Million - $5.3 Million	83,939 Added 117.49%	155,385 $55.8 Million
Q2 2022 Jul 29, 2022	SELL	$57.91 - $70.46 $1.78 Million - $2.16 Million	-30,725 Reduced 30.07%	71,446 $4.22 Million
Q1 2022 May 11, 2022	BUY	$63.26 - $75.48 $1.11 Million - $1.32 Million	17,486 Added 20.65%	102,171 $7.1 Million
Q4 2021 Feb 15, 2022	BUY	$72.36 - $77.76 $2.15 Million - $2.31 Million	29,703 Added 54.02%	84,685 $6.29 Million
Q3 2021 Nov 15, 2021	BUY	$72.98 - $78.2 $530,783 - $568,748	7,273 Added 15.24%	54,982 $4.08 Million
Q2 2021 Aug 16, 2021	BUY	$73.11 - $77.88 $198,054 - $210,976	2,709 Added 6.02%	47,709 $3.57 Million
Q1 2021 Apr 19, 2021	SELL	$68.58 - $73.12 $1.71 Million - $1.83 Million	-25,000 Reduced 35.71%	45,000 $3.3 Million
Q4 2020 Feb 23, 2021	BUY	$58.13 - $69.71 $4.07 Million - $4.88 Million	70,000 New	70,000 $4.8 Million

Others Institutions Holding IEFA

# of Institutions

1,941

Shares Held

1.42B

Call Options Held

142K

Put Options Held

534K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Aspireon Wealth Advisors Ishares Tr Transaction History