Bsw Wealth Partners Ishares Tr Transaction History

Bsw Wealth Partners

$653 Million
Q1 2025

A detailed history of Bsw Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Bsw Wealth Partners holds 169,325 shares of IEFA stock, worth $13.6 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

169,325

Previous 190,145 10.95%

Holding current value

$13.6 Million

Previous $13.4 Million 4.15%

% of portfolio

1.96%

Previous 1.98%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$69.57 - $78.65 $1.45 Million - $1.64 Million	-20,820 Reduced 10.95%	169,325 $12.8 Million
Q4 2024 Jan 22, 2025	BUY	$70.06 - $77.43 $457,701 - $505,850	6,533 Added 3.56%	190,145 $13.4 Million
Q3 2024 Oct 29, 2024	SELL	$70.09 - $78.74 $171,440 - $192,598	-2,446 Reduced 1.31%	183,612 $14.3 Million
Q2 2024 Jul 16, 2024	SELL	$70.77 - $76.19 $3.54 Million - $3.82 Million	-50,073 Reduced 21.21%	186,058 $13.5 Million
Q1 2024 Apr 23, 2024	SELL	$68.14 - $74.43 $7.94 Million - $8.68 Million	-116,593 Reduced 33.06%	236,131 $17.5 Million
Q4 2023 Jan 25, 2024	BUY	$61.3 - $70.47 $207,929 - $239,034	3,392 Added 0.97%	352,724 $24.8 Million
Q3 2023 Oct 27, 2023	BUY	$64.04 - $69.58 $542,418 - $589,342	8,470 Added 2.48%	349,332 $22.5 Million
Q2 2023 Aug 11, 2023	SELL	$66.03 - $69.1 $630,916 - $660,250	-9,555 Reduced 2.73%	340,862 $23 Million
Q1 2023 May 15, 2023	BUY	$62.17 - $67.7 $11,750 - $12,795	189 Added 0.05%	350,417 $23.4 Million
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $1.15 Million - $1.39 Million	21,902 Added 6.67%	350,228 $21.6 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $786,003 - $947,951	15,023 Added 4.8%	328,326 $17.3 Million
Q2 2022 Aug 15, 2022	SELL	$57.91 - $70.46 $2.29 Million - $2.78 Million	-39,470 Reduced 11.19%	313,303 $18.4 Million
Q1 2022 May 16, 2022	BUY	$63.26 - $75.48 $1.22 Million - $1.46 Million	19,316 Added 5.79%	352,773 $24.5 Million
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $1.47 Million - $1.58 Million	20,262 Added 6.47%	333,457 $24.9 Million
Q3 2021 Nov 15, 2021	BUY	$72.98 - $78.2 $705,862 - $756,350	9,672 Added 3.19%	313,195 $23.3 Million
Q2 2021 Aug 16, 2021	SELL	$73.11 - $77.88 $1.58 Million - $1.68 Million	-21,553 Reduced 6.63%	303,523 $22.7 Million
Q1 2021 May 17, 2021	SELL	$68.58 - $73.12 $2.04 Million - $2.18 Million	-29,768 Reduced 8.39%	325,076 $23.4 Million
Q4 2020 Feb 16, 2021	SELL	$58.13 - $69.71 $173,866 - $208,502	-2,991 Reduced 0.84%	354,844 $24.5 Million
Q3 2020 Nov 13, 2020	SELL	$57.43 - $62.28 $1.83 Million - $1.98 Million	-31,839 Reduced 8.17%	357,835 $21.6 Million
Q2 2020 Aug 13, 2020	BUY	$47.43 - $60.75 $940,916 - $1.21 Million	19,838 Added 5.36%	389,674 $22.3 Million
Q1 2020 May 14, 2020	BUY	$43.31 - $66.12 $1 Million - $1.53 Million	23,142 Added 6.68%	369,836 $18.5 Million
Q4 2019 Feb 18, 2020	BUY	$59.36 - $65.51 $165,614 - $182,772	2,790 Added 0.81%	346,694 $22.6 Million
Q3 2019 Nov 12, 2019	SELL	$57.44 - $62.42 $1.64 Million - $1.78 Million	-28,571 Reduced 7.67%	343,904 $21 Million
Q2 2019 Aug 13, 2019	BUY	$59.39 - $62.73 $1.07 Million - $1.13 Million	18,026 Added 5.09%	372,475 $22.9 Million
Q1 2019 May 14, 2019	SELL	$54.44 - $61.46 $8.67 Million - $9.79 Million	-159,299 Reduced 31.01%	354,449 $21.5 Million
Q4 2018 Feb 13, 2019	SELL	$53.06 - $64.19 $11.2 Million - $13.5 Million	-210,162 Reduced 29.03%	513,748 $28.3 Million
Q3 2018 Nov 09, 2018	BUY	$61.82 - $65.16 $5.24 Million - $5.53 Million	84,841 Added 13.28%	723,910 $46.4 Million
Q2 2018 Aug 07, 2018	BUY	$62.74 - $67.79 $2.49 Million - $2.69 Million	39,731 Added 6.63%	639,069 $40.5 Million
Q1 2018 May 10, 2018	BUY	$64.18 - $70.84 $571,137 - $630,405	8,899 Added 1.51%	599,338 $39.5 Million
Q4 2017 Feb 08, 2018	BUY	$64.09 - $66.44 $641,092 - $664,599	10,003 Added 1.72%	590,439 $39 Million
Q3 2017 Nov 03, 2017	BUY	$62.19 - $64.17 $36.1 Million - $37.2 Million	580,436	580,436 $37.2 Million

Others Institutions Holding IEFA

# of Institutions

2,258

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
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Bsw Wealth Partners Ishares Tr Transaction History