Connectus Wealth, LLC Ishares Tr Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$61.3 - $70.47 $10,359 - $11,909	169 Added 3.16%	5,520 $388,000
Q3 2023 Nov 13, 2023	BUY	$64.04 - $69.58 $768 - $834	12 Added 0.22%	5,351 $344,000
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $19,610 - $20,522	297 Added 5.89%	5,339 $360,000
Q1 2023 May 11, 2023	BUY	$62.17 - $67.7 $10,941 - $11,915	176 Added 3.62%	5,042 $337,000
Q4 2022 Feb 07, 2023	BUY	$52.35 - $63.65 $785 - $954	15 Added 0.31%	4,866 $299,000
Q3 2022 Nov 10, 2022	SELL	$52.32 - $63.1 $16,219 - $19,561	-310 Reduced 6.01%	4,851 $256,000
Q2 2022 Aug 08, 2022	SELL	$57.91 - $70.46 $56,578 - $68,839	-977 Reduced 15.92%	5,161 $304,000
Q1 2022 May 06, 2022	BUY	$63.26 - $75.48 $388,289 - $463,296	6,138 New	6,138 $458,000

Others Institutions Holding IEFA

# of Institutions

2,000

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

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