Guardian Wealth Advisors, LLC Ishares Msci Europe Financials Transaction History

Guardian Wealth Advisors, LLC

$1.16 Billion
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$17.89 - $21.13 $42,649 - $50,373	-2,384 Reduced 24.4%	7,386 $154,000
Q3 2023 Nov 14, 2023	SELL	$18.56 - $20.19 $18,355 - $19,967	-989 Reduced 9.19%	9,770 $184,000
Q2 2023 Aug 14, 2023	SELL	$18.51 - $19.92 $9,865 - $10,617	-533 Reduced 4.72%	10,759 $206,000
Q1 2023 May 15, 2023	BUY	$17.38 - $20.21 $12,131 - $14,106	698 Added 6.59%	11,292 $211,000
Q4 2022 Feb 14, 2023	SELL	$13.63 - $17.72 $4,089 - $5,316	-300 Reduced 2.75%	10,594 $185,000
Q3 2022 Nov 14, 2022	SELL	$13.89 - $16.73 $4,930 - $5,939	-355 Reduced 3.16%	10,894 $152,000
Q2 2022 Aug 15, 2022	SELL	$15.57 - $19.14 $5,184 - $6,373	-333 Reduced 2.88%	11,249 $179,000
Q1 2022 May 16, 2022	BUY	$15.86 - $21.84 $183,690 - $252,950	11,582 New	11,582 $219,000

Others Institutions Holding EUFN

# of Institutions

190

Shares Held

65.8M

Call Options Held

21.9K

Put Options Held

660K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

38.3M
Shares

$1.23 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

8.26M
Shares

$266 Million
0.02% of portfolio
Morgan Stanley New York, NY

4.23M
Shares

$136 Million
0.01% of portfolio
Envestnet Asset Management Inc

2.07M
Shares

$66.7 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

1.83M
Shares

$58.8 Million
1.19% of portfolio

About ISHARES MSCI EUROPE FINANCIALS

Ticker EUFN
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