Efficient Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Efficient Advisors, LLC

$1.59 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 08, 2023	BUY	$36.07 - $39.57 $191,459 - $210,037	5,308 New	5,308 $201,000
Q2 2022 Aug 05, 2022	SELL	$38.3 - $43.06 $77,557 - $87,196	-2,025 Reduced 25.74%	5,842 $228,000
Q1 2022 May 11, 2022	SELL	$41.74 - $45.45 $39,319 - $42,813	-942 Reduced 10.69%	7,867 $338,000
Q4 2021 Jan 20, 2022	SELL	$44.53 - $46.0 $64,702 - $66,838	-1,453 Reduced 14.16%	8,809 $401,000
Q3 2021 Oct 21, 2021	SELL	$44.74 - $45.93 $80,308 - $82,444	-1,795 Reduced 14.89%	10,262 $459,000
Q2 2021 Jul 21, 2021	SELL	$43.8 - $45.14 $106,390 - $109,645	-2,429 Reduced 16.77%	12,057 $543,000
Q1 2021 Apr 28, 2021	SELL	$42.87 - $44.08 $152,831 - $157,145	-3,565 Reduced 19.75%	14,486 $631,000
Q4 2020 Feb 02, 2021	SELL	$40.42 - $43.32 $30,072 - $32,230	-744 Reduced 3.96%	18,051 $780,000
Q3 2020 Nov 09, 2020	BUY	$39.91 - $42.11 $55,873 - $58,954	1,400 Added 8.05%	18,795 $772,000
Q2 2020 Aug 07, 2020	SELL	$35.99 - $40.49 $44,843 - $50,450	-1,246 Reduced 6.68%	17,395 $694,000
Q1 2020 May 15, 2020	BUY	$34.02 - $40.94 $14,866 - $17,890	437 Added 2.4%	18,641 $685,000
Q4 2019 Jan 27, 2020	SELL	$38.71 - $40.3 $42,658 - $44,410	-1,102 Reduced 5.71%	18,204 $731,000
Q3 2019 Nov 07, 2019	SELL	$38.32 - $39.31 $78,402 - $80,428	-2,046 Reduced 9.58%	19,306 $759,000
Q2 2019 Aug 07, 2019	SELL	$37.75 - $39.08 $7,625 - $7,894	-202 Reduced 0.94%	21,352 $833,000
Q1 2019 May 09, 2019	BUY	$35.53 - $38.06 $31,230 - $33,454	879 Added 4.25%	21,554 $820,000
Q4 2018 Jan 29, 2019	SELL	$35.24 - $37.92 $39,292 - $42,280	-1,115 Reduced 5.12%	20,675 $738,000
Q3 2018 Nov 05, 2018	SELL	$37.2 - $38.08 $16,293 - $16,679	-438 Reduced 1.97%	21,790 $826,000
Q2 2018 Aug 20, 2018	BUY	$37.34 - $37.89 $7,841 - $7,956	210 Added 0.95%	22,228 $834,000
Q1 2018 May 01, 2018	SELL	$37.16 - $39.0 $67,742 - $71,097	-1,823 Reduced 7.65%	22,018 $832,000
Q4 2017 Feb 14, 2018	SELL	$37.87 - $38.74 $23,820 - $24,367	-629 Reduced 2.57%	23,841 $907,000
Q3 2017 Nov 16, 2017	BUY	$37.81 - $37.97 $925,210 - $929,125	24,470	24,470 $929,000

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251

Shares Held

11.3M

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