Boyd Wealth Management, LLC Ishares Tr Transaction History

Boyd Wealth Management, LLC

$203 Million
Q4 2024

A detailed history of Boyd Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 40,933 shares of IEFA stock, worth $3.1 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

40,933

Previous 40,644 0.71%

Holding current value

$3.1 Million

Previous $3.17 Million 9.33%

% of portfolio

1.42%

Previous 1.61%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$70.06 - $77.43 $20,247 - $22,377	289 Added 0.71%	40,933 $2.88 Million
Q3 2024 Oct 25, 2024	SELL	$70.09 - $78.74 $57,403 - $64,488	-819 Reduced 1.98%	40,644 $3.17 Million
Q2 2024 Jul 24, 2024	SELL	$70.77 - $76.19 $124,484 - $134,018	-1,759 Reduced 4.07%	41,463 $3.01 Million
Q1 2024 Apr 24, 2024	SELL	$68.14 - $74.43 $7,836 - $8,559	-115 Reduced 0.27%	43,222 $3.21 Million
Q4 2023 Jan 31, 2024	BUY	$61.3 - $70.47 $213,078 - $244,953	3,476 Added 8.72%	43,337 $3.05 Million
Q3 2023 Oct 25, 2023	SELL	$64.04 - $69.58 $122,124 - $132,689	-1,907 Reduced 4.57%	39,861 $2.57 Million
Q2 2023 Jul 20, 2023	SELL	$66.03 - $69.1 $88,084 - $92,179	-1,334 Reduced 3.09%	41,768 $2.82 Million
Q1 2023 Apr 20, 2023	BUY	$62.17 - $67.7 $167,175 - $182,045	2,689 Added 6.65%	43,102 $2.88 Million
Q4 2022 Jan 20, 2023	SELL	$52.35 - $63.65 $1.18 Million - $1.43 Million	-22,520 Reduced 35.78%	40,413 $0
Q3 2022 Oct 17, 2022	BUY	$52.32 - $63.1 $643,012 - $775,499	12,290 Added 24.27%	62,933 $3.32 Million
Q2 2022 Aug 03, 2022	SELL	$57.91 - $70.46 $379,310 - $461,512	-6,550 Reduced 11.45%	50,643 $2.98 Million
Q1 2022 Apr 29, 2022	SELL	$63.26 - $75.48 $443,136 - $528,737	-7,005 Reduced 10.91%	57,193 $3.98 Million
Q4 2021 Feb 07, 2022	BUY	$72.36 - $77.76 $4.65 Million - $4.99 Million	64,198 New	64,198 $4.79 Million

Others Institutions Holding IEFA

# of Institutions

2,149

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Boyd Wealth Management, LLC Ishares Tr Transaction History