Fsc Wealth Advisors, LLC Ishares Tr Transaction History

Fsc Wealth Advisors, LLC

$137 Million
Q3 2024

A detailed history of Fsc Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 9,202 shares of IEFA stock, worth $661,991. This represents 0.53% of its overall portfolio holdings.

Number of Shares

9,202

Previous 8,841 4.08%

Holding current value

$661,991

Previous $642,000 11.84%

% of portfolio

0.53%

Previous 0.48%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$70.09 - $78.74 $25,302 - $28,425	361 Added 4.08%	9,202 $718,000
Q2 2024 Jul 17, 2024	BUY	$70.77 - $76.19 $11,960 - $12,876	169 Added 1.95%	8,841 $642,000
Q1 2024 Apr 16, 2024	BUY	$68.14 - $74.43 $142,412 - $155,558	2,090 Added 31.75%	8,672 $643,000
Q4 2023 Jan 16, 2024	BUY	$61.3 - $70.47 $44,381 - $51,020	724 Added 12.36%	6,582 $463,000
Q3 2023 Oct 23, 2023	BUY	$64.04 - $69.58 $5,251 - $5,705	82 Added 1.42%	5,858 $376,000
Q2 2023 Jul 18, 2023	BUY	$66.03 - $69.1 $1,782 - $1,865	27 Added 0.47%	5,776 $389,000
Q1 2023 Apr 18, 2023	SELL	$62.17 - $67.7 $68,760 - $74,876	-1,106 Reduced 16.13%	5,749 $384,000
Q4 2022 Jan 17, 2023	SELL	$52.35 - $63.65 $30,886 - $37,553	-590 Reduced 7.92%	6,855 $0
Q3 2022 Oct 13, 2022	BUY	$52.32 - $63.1 $35,891 - $43,286	686 Added 10.15%	7,445 $392,000
Q2 2022 Jul 15, 2022	BUY	$57.91 - $70.46 $14,767 - $17,967	255 Added 3.92%	6,759 $398,000
Q1 2022 May 09, 2022	SELL	$63.26 - $75.48 $7,970 - $9,510	-126 Reduced 1.9%	6,504 $452,000
Q4 2021 Apr 28, 2022	BUY	$72.36 - $77.76 $479,746 - $515,548	6,630 New	6,630 $495,000

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsc Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsc Wealth Advisors, LLC with notifications on news.

Account

Fsc Wealth Advisors, LLC Ishares Tr Transaction History