Hcr Wealth Advisors Ishares Tr Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Hcr Wealth Advisors holds 16,331 shares of IEFA stock, worth $1.15 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

16,331

Previous 14,934 9.35%

Holding current value

$1.15 Million

Previous $1.08 Million 17.53%

% of portfolio

0.17%

Previous 0.16%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$70.09 - $78.74 $97,915 - $109,999	1,397 Added 9.35%	16,331 $1.27 Million
Q2 2024 Aug 06, 2024	BUY	$70.77 - $76.19 $39,843 - $42,894	563 Added 3.92%	14,934 $1.08 Million
Q1 2024 May 10, 2024	SELL	$68.14 - $74.43 $126,331 - $137,993	-1,854 Reduced 11.43%	14,371 $1.07 Million
Q4 2023 Feb 09, 2024	BUY	$61.3 - $70.47 $346,835 - $398,719	5,658 Added 53.54%	16,225 $1.14 Million
Q3 2023 Oct 20, 2023	SELL	$64.04 - $69.58 $126,735 - $137,698	-1,979 Reduced 15.77%	10,567 $679,000
Q2 2023 Aug 09, 2023	SELL	$66.03 - $69.1 $12,281 - $12,852	-186 Reduced 1.46%	12,546 $846,000
Q1 2023 May 12, 2023	BUY	$62.17 - $67.7 $400,063 - $435,649	6,435 Added 102.19%	12,732 $851,000
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $261 - $318	5 Added 0.08%	6,297 $388,000
Q3 2022 Nov 07, 2022	SELL	$52.32 - $63.1 $71,678 - $86,447	-1,370 Reduced 17.88%	6,292 $331,000
Q2 2022 Aug 12, 2022	SELL	$57.91 - $70.46 $2,663 - $3,241	-46 Reduced 0.6%	7,662 $451,000
Q1 2022 May 05, 2022	SELL	$63.26 - $75.48 $14,676 - $17,511	-232 Reduced 2.92%	7,708 $536,000
Q4 2021 Feb 04, 2022	BUY	$72.36 - $77.76 $9,334 - $10,031	129 Added 1.65%	7,940 $593,000
Q3 2021 Nov 02, 2021	BUY	$72.98 - $78.2 $327,826 - $351,274	4,492 Added 135.34%	7,811 $580,000
Q2 2021 Jul 21, 2021	SELL	$73.11 - $77.88 $119,607 - $127,411	-1,636 Reduced 33.02%	3,319 $248,000
Q1 2021 May 13, 2021	BUY	$68.58 - $73.12 $214,861 - $229,084	3,133 Added 171.95%	4,955 $357,000
Q4 2020 Feb 04, 2021	BUY	$58.13 - $69.71 $105,912 - $127,011	1,822 New	1,822 $126,000
Q3 2020 Nov 05, 2020	SELL	$57.43 - $62.28 $104,867 - $113,723	-1,826 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$47.43 - $60.75 $86,607 - $110,929	1,826 New	1,826 $105,000
Q1 2020 May 08, 2020	SELL	$43.31 - $66.12 $79,040 - $120,669	-1,825 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$59.36 - $65.51 $108,332 - $119,555	1,825 New	1,825 $119,000

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

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 Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors Ishares Tr Transaction History