Financial Synergies Wealth Advisors, Inc. Ishares Tr Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 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 68,698 shares of IEFA stock, worth $5.1 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

68,698

Previous 66,319 3.59%

Holding current value

$5.1 Million

Previous $5.18 Billion 6.72%

% of portfolio

0.6%

Previous 0.64%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$70.06 - $77.43 $166,672 - $184,205	2,379 Added 3.59%	68,698 $4.83 Billion
Q3 2024 Oct 07, 2024	SELL	$70.09 - $78.74 $77,028 - $86,535	-1,099 Reduced 1.63%	66,319 $5.18 Billion
Q2 2024 Jul 23, 2024	SELL	$70.77 - $76.19 $101,342 - $109,104	-1,432 Reduced 2.08%	67,418 $4.9 Billion
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	$52.35 - $63.65 $2.82 Million - $3.43 Million	53,838 Added 287.41%	72,570 $4.47 Billion
Q3 2022 Apr 04, 2024	SELL	$52.32 - $63.1 $560,504 - $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

2,040

Shares Held

1.44B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

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