Financial Life Advisors Ishares Tr Transaction History

Financial Life Advisors

$238 Million
Q1 2024

A detailed history of Financial Life Advisors transactions in Ishares Tr stock. As of the latest transaction made, Financial Life Advisors holds 6,490 shares of IEFA stock, worth $479,611. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,490

Previous 7,946 18.32%

Holding current value

$479,611

Previous $559,000 13.95%

% of portfolio

0.2%

Previous 0.24%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$68.14 - $74.43 $99,211 - $108,370	-1,456 Reduced 18.32%	6,490 $481,000
Q4 2023 Mar 19, 2024	SELL	$61.3 - $70.47 $315,143 - $362,286	-5,141 Reduced 39.28%	7,946 $559,000
Q3 2023 Nov 01, 2023	SELL	$64.04 - $69.58 $364,515 - $396,049	-5,692 Reduced 30.31%	13,087 $842,000
Q2 2023 Jul 18, 2023	SELL	$66.03 - $69.1 $3.82 Million - $4 Million	-57,856 Reduced 75.5%	18,779 $1.27 Million
Q1 2023 Apr 26, 2023	SELL	$62.17 - $67.7 $1.24 Million - $1.35 Million	-19,933 Reduced 20.64%	76,635 $5.12 Million

Q4 2022 Feb 07, 2023	SELL	$56.86 - $63.65 $13.8 Million - $15.4 Million	-242,256 Reduced 71.5%	96,568 $5.95 Million
Q3 2022 Oct 28, 2022	SELL	$53.51 - $63.1 $2.73 Million - $3.22 Million	-51,024 Reduced 13.09%	338,824 $17.8 Million
Q2 2022 Jul 22, 2022	BUY	$57.91 - $70.46 $1.03 Million - $1.25 Million	17,779 Added 4.78%	389,848 $22.9 Million
Q1 2022 Apr 20, 2022	SELL	$63.26 - $75.48 $1.57 Million - $1.87 Million	-24,792 Reduced 6.25%	372,069 $25.9 Million
Q4 2021 Jan 31, 2022	BUY	$72.36 - $77.76 $1.08 Million - $1.16 Million	14,886 Added 3.9%	396,861 $29.6 Million
Q3 2021 Oct 29, 2021	BUY	$72.98 - $78.2 $1.76 Million - $1.88 Million	24,090 Added 6.73%	381,975 $28.4 Million
Q2 2021 Aug 09, 2021	BUY	$73.11 - $77.88 $536,627 - $571,639	7,340 Added 2.09%	357,885 $26.8 Million
Q1 2021 May 12, 2021	BUY	$68.58 - $73.12 $702,327 - $748,821	10,241 Added 3.01%	350,545 $25.3 Million
Q4 2020 Feb 09, 2021	BUY	$58.13 - $69.71 $86,090 - $103,240	1,481 Added 0.44%	340,304 $23.5 Million
Q3 2020 Oct 29, 2020	BUY	$57.43 - $62.28 $1.29 Million - $1.4 Million	22,411 Added 7.08%	338,823 $20.4 Million
Q2 2020 Jul 09, 2020	SELL	$47.43 - $60.75 $288,943 - $370,089	-6,092 Reduced 1.89%	316,412 $18.1 Million
Q1 2020 May 27, 2020	BUY	$43.31 - $66.12 $1.41 Million - $2.15 Million	32,459 Added 11.19%	322,504 $16.1 Million
Q4 2019 Jan 27, 2020	SELL	$59.36 - $65.51 $188,408 - $207,928	-3,174 Reduced 1.08%	290,045 $18.9 Million
Q3 2019 Nov 05, 2019	BUY	$57.44 - $62.42 $741,148 - $805,405	12,903 Added 4.6%	293,219 $17.9 Million
Q2 2019 Jul 29, 2019	BUY	$59.39 - $62.73 $419,590 - $443,187	7,065 Added 2.59%	280,316 $17.2 Million
Q1 2019 May 13, 2019	BUY	$54.44 - $61.46 $1.73 Million - $1.95 Million	31,696 Added 13.12%	273,251 $16.6 Million
Q4 2018 Feb 05, 2019	BUY	$53.06 - $64.19 $1.19 Million - $1.44 Million	22,409 Added 10.23%	241,555 $13.3 Million
Q3 2018 Oct 12, 2018	BUY	$61.82 - $65.16 $2.18 Million - $2.3 Million	35,329 Added 19.22%	219,146 $14 Million
Q2 2018 Aug 14, 2018	BUY	$62.74 - $67.79 $2.71 Million - $2.93 Million	43,188 Added 30.71%	183,817 $11.6 Million
Q1 2018 May 09, 2018	SELL	$64.18 - $70.84 $2.5 Million - $2.76 Million	-39,011 Reduced 21.72%	140,629 $9.12 Million
Q4 2017 Feb 20, 2018	BUY	$64.09 - $66.44 $11.5 Million - $11.9 Million	179,640	179,640 $11.9 Million

Others Institutions Holding IEFA

# of Institutions

1,892

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
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Financial Life Advisors Ishares Tr Transaction History