Executive Wealth Management, LLC Ishares Tr Transaction History

Executive Wealth Management, LLC

$1.16 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	BUY	$70.77 - $76.19 $5.76 Million - $6.2 Million	81,403 New	81,403 $5.91 Million
Q2 2023 Aug 02, 2023	BUY	$66.03 - $69.1 $264 - $276	4 Added 0.0%	94,426 $6.37 Million
Q1 2023 May 11, 2023	SELL	$62.17 - $67.7 $197,824 - $215,421	-3,182 Reduced 3.26%	94,422 $6.31 Million
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $5.11 Million - $6.21 Million	97,604 New	97,604 $6.02 Million
Q3 2019 Oct 30, 2019	SELL	$57.44 - $62.42 $40,667 - $44,193	-708 Reduced 29.86%	1,663 $101,000
Q2 2019 Aug 01, 2019	SELL	$59.39 - $62.73 $33,733 - $35,630	-568 Reduced 19.33%	2,371 $146,000
Q1 2019 May 02, 2019	SELL	$54.44 - $61.46 $486,475 - $549,206	-8,936 Reduced 75.25%	2,939 $179,000
Q4 2018 Feb 19, 2019	BUY	$53.06 - $64.19 $630,087 - $762,256	11,875 New	11,875 $653,000

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

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