Birchcreek Wealth Management, LLC Ishares Tr Transaction History

Birchcreek Wealth Management, LLC

$152 Million
Q3 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 94,726 shares of IEFA stock, worth $6.81 Million. This represents 4.85% of its overall portfolio holdings.

Number of Shares

94,726

Previous 90,348 4.85%

Holding current value

$6.81 Million

Previous $6.56 Million 12.66%

% of portfolio

4.85%

Previous 3.78%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$70.09 - $78.74 $306,854 - $344,723	4,378 Added 4.85%	94,726 $7.39 Million
Q2 2024 Aug 02, 2024	SELL	$70.77 - $76.19 $70 - $76	-1 Reduced -0.0%	90,348 $6.56 Million
Q1 2024 Apr 29, 2024	BUY	$68.14 - $74.43 $202,920 - $221,652	2,978 Added 3.41%	90,349 $6.71 Million
Q4 2023 Feb 05, 2024	BUY	$61.3 - $70.47 $368,474 - $423,595	6,011 Added 7.39%	87,371 $6.15 Million
Q3 2023 Oct 23, 2023	BUY	$64.04 - $69.58 $503,674 - $547,246	7,865 Added 10.7%	81,360 $5.24 Million
Q2 2023 Jul 20, 2023	BUY	$66.03 - $69.1 $449,598 - $470,501	6,809 Added 10.21%	73,495 $4.96 Million
Q1 2023 May 01, 2023	BUY	$62.17 - $67.7 $527,512 - $574,434	8,485 Added 14.58%	66,686 $4.46 Million
Q4 2022 Feb 06, 2023	BUY	$52.35 - $63.65 $17,746 - $21,577	339 Added 0.59%	58,201 $3.59 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $182,544 - $220,155	3,489 Added 6.42%	57,862 $3.05 Million
Q2 2022 Aug 12, 2022	BUY	$57.91 - $70.46 $71,866 - $87,440	1,241 Added 2.34%	54,373 $3.2 Million
Q1 2022 May 13, 2022	BUY	$63.26 - $75.48 $120,953 - $144,317	1,912 Added 3.73%	53,132 $3.69 Million
Q4 2021 Feb 09, 2022	BUY	$72.36 - $77.76 $96,600 - $103,809	1,335 Added 2.68%	51,220 $3.82 Million
Q3 2021 Nov 16, 2021	BUY	$72.98 - $78.2 $112,827 - $120,897	1,546 Added 3.2%	49,885 $3.7 Million
Q2 2021 Aug 16, 2021	BUY	$73.11 - $77.88 $43,939 - $46,805	601 Added 1.26%	48,339 $3.62 Million
Q1 2021 May 17, 2021	SELL	$68.58 - $73.12 $18,173 - $19,376	-265 Reduced 0.55%	47,738 $3.44 Million
Q4 2020 Jan 28, 2021	BUY	$58.13 - $69.71 $2.79 Million - $3.35 Million	48,003 New	48,003 $3.32 Million

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Birchcreek Wealth Management, LLC Ishares Tr Transaction History