Great Point Wealth Advisors, LLC Ishares Tr Transaction History

Great Point Wealth Advisors, LLC

$421 Million
Q1 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 19,001 shares of IEFA stock, worth $1.4 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

19,001

Previous 20,817 8.72%

Holding current value

$1.4 Million

Previous $1.46 Million 3.69%

% of portfolio

0.33%

Previous 0.38%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$68.14 - $74.43 $123,742 - $135,164	-1,816 Reduced 8.72%	19,001 $1.41 Million
Q4 2023 Jan 22, 2024	SELL	$61.3 - $70.47 $19,064 - $21,916	-311 Reduced 1.47%	20,817 $1.46 Million
Q3 2023 Oct 13, 2023	SELL	$64.04 - $69.58 $6,339 - $6,888	-99 Reduced 0.47%	21,128 $1.36 Million
Q2 2023 Aug 02, 2023	SELL	$66.03 - $69.1 $24,563 - $25,705	-372 Reduced 1.72%	21,227 $1.43 Million
Q1 2023 May 12, 2023	SELL	$62.17 - $67.7 $9,947 - $10,832	-160 Reduced 0.74%	21,599 $1.44 Million

Q4 2022 Feb 07, 2023	SELL	$56.86 - $63.65 $69,084 - $77,334	-1,215 Reduced 5.29%	21,759 $1.34 Million
Q3 2022 Nov 09, 2022	SELL	$53.51 - $63.1 $15,036 - $17,731	-281 Reduced 1.21%	22,974 $1.21 Million
Q2 2022 Aug 25, 2022	SELL	$57.91 - $70.46 $62,600 - $76,167	-1,081 Reduced 4.44%	23,255 $1.37 Million
Q1 2022 May 03, 2022	SELL	$63.26 - $75.48 $7,907 - $9,435	-125 Reduced 0.51%	24,336 $1.69 Million
Q4 2021 Feb 09, 2022	SELL	$72.36 - $77.76 $4,413 - $4,743	-61 Reduced 0.25%	24,461 $1.83 Million
Q3 2021 Nov 03, 2021	SELL	$72.98 - $78.2 $13,428 - $14,388	-184 Reduced 0.74%	24,522 $1.82 Million
Q2 2021 Aug 12, 2021	SELL	$73.11 - $77.88 $2,485 - $2,647	-34 Reduced 0.14%	24,706 $1.85 Million
Q1 2021 May 11, 2021	SELL	$68.58 - $73.12 $156,019 - $166,348	-2,275 Reduced 8.42%	24,740 $1.78 Million
Q4 2020 Jan 29, 2021	SELL	$58.13 - $69.71 $30,285 - $36,318	-521 Reduced 1.89%	27,015 $1.87 Million
Q2 2020 Jul 24, 2020	SELL	$47.43 - $60.75 $3,889 - $4,981	-82 Reduced 0.3%	27,536 $1.57 Million
Q1 2020 May 13, 2020	SELL	$43.31 - $66.12 $1.25 Million - $1.9 Million	-28,795 Reduced 51.04%	27,618 $1.38 Million
Q4 2019 Feb 28, 2020	BUY	$59.36 - $65.51 $146,263 - $161,416	2,464 Added 4.57%	56,413 $3.68 Million
Q3 2019 Oct 17, 2019	BUY	$57.44 - $62.42 $278,009 - $302,112	4,840 Added 9.86%	53,949 $3.29 Million
Q2 2019 Aug 06, 2019	BUY	$59.39 - $62.73 $86,353 - $91,209	1,454 Added 3.05%	49,109 $3.02 Million
Q1 2019 May 15, 2019	BUY	$54.44 - $61.46 $826,562 - $933,147	15,183 Added 46.76%	47,655 $2.9 Million
Q4 2018 Feb 14, 2019	BUY	$53.06 - $64.19 $1.72 Million - $2.08 Million	32,472 New	32,472 $1.79 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
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Great Point Wealth Advisors, LLC Ishares Tr Transaction History