Financial Synergies Wealth Advisors, Inc. Ishares Tr Transaction History

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 68,850 shares of IEFA stock, worth $5.07 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

68,850

Previous 72,570 5.13%

Holding current value

$5.07 Million

Previous $4.47 Billion 14.24%

% of portfolio

0.67%

Previous 0.69%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$68.14 - $74.43 $253,480 - $276,879	-3,720 Reduced 5.13%	68,850 $5.11 Billion
Q4 2023 Apr 04, 2024	BUY	$61.3 - $70.47 $130,814 - $150,382	2,134 Added 3.03%	72,570 $4.47 Billion
Q3 2023 Apr 04, 2024	SELL	$64.04 - $69.58 $17,675 - $19,204	-276 Reduced 0.39%	70,436 $4.53 Billion
Q2 2023 Apr 04, 2024	SELL	$66.03 - $69.1 $6,603 - $6,909	-100 Reduced 0.14%	70,712 $4.77 Billion
Q1 2023 Apr 04, 2024	SELL	$62.17 - $67.7 $109,294 - $119,016	-1,758 Reduced 2.42%	70,812 $4.73 Billion

Q4 2022 Apr 04, 2024	BUY	$56.86 - $63.65 $3.06 Million - $3.43 Million	53,838 Added 287.41%	72,570 $4.47 Billion
Q3 2022 Apr 04, 2024	SELL	$53.51 - $63.1 $573,252 - $675,990	-10,713 Reduced 36.38%	18,732 $987 Million
Q2 2022 Apr 04, 2024	BUY	$57.91 - $70.46 $1.71 Million - $2.07 Million	29,445 New	29,445 $1.73 Billion
Q4 2020 Apr 05, 2024	SELL	$58.13 - $69.71 $212,407 - $254,720	-3,654 Closed	0 $0
Q3 2020 Apr 05, 2024	SELL	$57.43 - $62.28 $139,956 - $151,776	-2,437 Reduced 40.01%	3,654 $220 Million
Q2 2020 Apr 05, 2024	SELL	$47.43 - $60.75 $3.15 Million - $4.04 Million	-66,479 Reduced 91.61%	6,091 $348 Million

Others Institutions Holding IEFA

# of Institutions

1,893

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

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About ISHARES TR

Ticker IEFA
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Financial Synergies Wealth Advisors, Inc. Ishares Tr Transaction History