Badgley Phelps Wealth Managers, LLC Ishares Tr Transaction History

Badgley Phelps Wealth Managers, LLC

$4.21 Billion
Q4 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Tr stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 3,277 shares of IEFA stock, worth $249,936. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,277

Previous 3,030 8.15%

Holding current value

$249,936

Previous $236,000 2.54%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$70.06 - $77.43 $17,304 - $19,125	247 Added 8.15%	3,277 $230,000
Q3 2024 Oct 17, 2024	BUY	$70.09 - $78.74 $4,135 - $4,645	59 Added 1.99%	3,030 $236,000
Q2 2024 Aug 13, 2024	SELL	$70.77 - $76.19 $35,172 - $37,866	-497 Reduced 14.33%	2,971 $215,000
Q1 2024 May 15, 2024	BUY	$68.14 - $74.43 $22,077 - $24,115	324 Added 10.31%	3,468 $257,000
Q4 2023 Feb 14, 2024	SELL	$61.3 - $70.47 $47,446 - $54,543	-774 Reduced 19.75%	3,144 $221,000
Q3 2023 Nov 02, 2023	BUY	$64.04 - $69.58 $250,908 - $272,614	3,918 New	3,918 $252,000
Q2 2023 Aug 14, 2023	SELL	$66.03 - $69.1 $21,129 - $22,112	-320 Reduced 8.47%	3,457 $233,000
Q1 2023 Apr 28, 2023	BUY	$62.17 - $67.7 $234,816 - $255,702	3,777 New	3,777 $252,000

Others Institutions Holding IEFA

# of Institutions

2,153

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

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About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Badgley Phelps Wealth Managers, LLC Ishares Tr Transaction History