Burt Wealth Advisors Ishares Tr Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Burt Wealth Advisors holds 4,833 shares of IEFA stock, worth $350,585. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,833

Previous 4,833 -0.0%

Holding current value

$350,585

Previous $351,000 7.41%

% of portfolio

0.09%

Previous 0.09%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$70.77 - $76.19 $2,264 - $2,438	-32 Reduced 0.66%	4,833 $351,000
Q4 2023 Feb 01, 2024	BUY	$61.3 - $70.47 $613 - $704	10 Added 0.21%	4,865 $342,000
Q2 2023 Jul 18, 2023	BUY	$66.03 - $69.1 $924 - $967	14 Added 0.29%	4,855 $327,000
Q4 2022 Jan 17, 2023	SELL	$52.35 - $63.65 $44,288 - $53,847	-846 Reduced 14.88%	4,841 $298,000
Q3 2022 Oct 11, 2022	SELL	$52.32 - $63.1 $123,475 - $148,916	-2,360 Reduced 29.33%	5,687 $300,000
Q2 2022 Jul 29, 2022	SELL	$57.91 - $70.46 $27,970 - $34,032	-483 Reduced 5.66%	8,047 $474,000
Q1 2022 Apr 19, 2022	SELL	$63.26 - $75.48 $625,198 - $745,968	-9,883 Reduced 53.67%	8,530 $593,000
Q4 2021 Jan 13, 2022	BUY	$72.36 - $77.76 $868 - $933	12 Added 0.07%	18,413 $1.37 Million
Q3 2021 Oct 06, 2021	SELL	$72.98 - $78.2 $18,828 - $20,175	-258 Reduced 1.38%	18,401 $1.37 Million
Q2 2021 Jul 14, 2021	BUY	$73.11 - $77.88 $731 - $778	10 Added 0.05%	18,659 $1.4 Million
Q1 2021 Apr 15, 2021	SELL	$68.58 - $73.12 $14,676 - $15,647	-214 Reduced 1.13%	18,649 $1.34 Million
Q4 2020 Feb 11, 2021	BUY	$58.13 - $69.71 $160,845 - $192,887	2,767 Added 17.19%	18,863 $1.3 Million
Q3 2020 Nov 10, 2020	SELL	$57.43 - $62.28 $35,951 - $38,987	-626 Reduced 3.74%	16,096 $970,000
Q2 2020 Aug 05, 2020	SELL	$47.43 - $60.75 $597,428 - $765,207	-12,596 Reduced 42.96%	16,722 $956,000
Q1 2020 Apr 29, 2020	BUY	$43.31 - $66.12 $1.21 Million - $1.85 Million	27,957 Added 2054.15%	29,318 $1.46 Million
Q4 2019 Jan 29, 2020	SELL	$59.36 - $65.51 $3,324 - $3,668	-56 Reduced 3.95%	1,361 $89,000
Q3 2019 Oct 31, 2019	BUY	$57.44 - $62.42 $13,785 - $14,980	240 Added 20.39%	1,417 $87,000
Q2 2019 Aug 05, 2019	BUY	$59.39 - $62.73 $772 - $815	13 Added 1.12%	1,177 $72,000
Q1 2019 Apr 24, 2019	SELL	$54.44 - $61.46 $1.64 Million - $1.85 Million	-30,129 Reduced 96.28%	1,164 $71,000
Q4 2018 Feb 08, 2019	BUY	$53.06 - $64.19 $1.49 Million - $1.8 Million	28,013 Added 854.05%	31,293 $1.72 Million
Q3 2018 Oct 30, 2018	BUY	$61.82 - $65.16 $202,769 - $213,724	3,280 New	3,280 $210,000

Others Institutions Holding IEFA

# of Institutions

2,000

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Ishares Tr Transaction History