Guardian Wealth Management, Inc. Ishares Tr Transaction History

Guardian Wealth Management, Inc.

$135 Million
Q1 2025

A detailed history of Guardian Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 165 shares of IEFA stock, worth $13,704. This represents 0.01% of its overall portfolio holdings.

Number of Shares

165

Previous 166 0.6%

Holding current value

$13,704

Previous $11,000 9.09%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$69.57 - $78.65 $69 - $78	-1 Reduced 0.6%	165 $12,000
Q3 2024 Nov 14, 2024	SELL	$70.09 - $78.74 $5,256 - $5,905	-75 Reduced 31.12%	166 $12,000
Q2 2024 Aug 08, 2024	BUY	$70.77 - $76.19 $353 - $380	5 Added 2.12%	241 $17,000
Q4 2023 Feb 14, 2024	BUY	$61.3 - $70.47 $183 - $211	3 Added 1.29%	236 $16,000
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $264 - $276	4 Added 1.75%	233 $15,000
Q4 2022 Feb 10, 2023	SELL	$52.35 - $63.65 $4,554 - $5,537	-87 Reduced 27.53%	229 $14,000
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $4,656 - $5,615	89 Added 39.21%	316 $17,000
Q2 2022 Aug 15, 2022	BUY	$57.91 - $70.46 $289 - $352	5 Added 2.25%	227 $13,000
Q4 2021 Feb 15, 2022	BUY	$72.36 - $77.76 $16,063 - $17,262	222 New	222 $17,000

Others Institutions Holding IEFA

# of Institutions

2,254

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Guardian Wealth Management, Inc. Ishares Tr Transaction History