Badgley Phelps Wealth Managers, LLC Ishares Tr Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 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 3,030 shares of IEFA stock, worth $216,129. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,030
Previous 2,971 1.99%
Holding current value
$216,129
Previous $215,000 9.77%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,002
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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