Divergent Wealth Advisors Ishares Tr Transaction History

Divergent Wealth Advisors

$546 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 24, 2023	SELL	$62.17 - $67.7 $62,791 - $68,377	-1,010 Reduced 22.89%	3,403 $227,000
Q4 2022 Feb 10, 2023	BUY	$52.35 - $63.65 $231,020 - $280,887	4,413 New	4,413 $272,000
Q3 2020 Nov 05, 2020	SELL	$57.43 - $62.28 $1.43 Million - $1.55 Million	-24,902 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$47.43 - $60.75 $354,207 - $453,681	-7,468 Reduced 23.07%	24,902 $1.42 Million
Q1 2020 May 06, 2020	BUY	$43.31 - $66.12 $658,095 - $1 Million	15,195 Added 88.47%	32,370 $1.62 Million
Q4 2019 Jan 08, 2020	SELL	$59.36 - $65.51 $381,922 - $421,491	-6,434 Reduced 27.25%	17,175 $1.12 Million
Q3 2019 Oct 28, 2019	BUY	$57.44 - $62.42 $375,025 - $407,540	6,529 Added 38.23%	23,609 $1.44 Million
Q2 2019 Aug 05, 2019	SELL	$59.39 - $62.73 $315,004 - $332,719	-5,304 Reduced 23.7%	17,080 $1.05 Million
Q1 2019 Apr 08, 2019	SELL	$54.44 - $61.46 $1.98 Million - $2.23 Million	-36,334 Reduced 61.88%	22,384 $1.36 Million
Q4 2018 Feb 05, 2019	BUY	$53.06 - $64.19 $3.04 Million - $3.68 Million	57,282 Added 3989.0%	58,718 $3.23 Million
Q3 2018 Oct 10, 2018	BUY	$61.82 - $65.16 $88,773 - $93,569	1,436 New	1,436 $90,000

Others Institutions Holding IEFA

# of Institutions

2,043

Shares Held

1.44B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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