Hcr Wealth Advisors Ishares Tr Transaction History

Hcr Wealth Advisors

$759 Million
Q1 2025

A detailed history of Hcr Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Hcr Wealth Advisors holds 16,291 shares of IEFA stock, worth $1.28 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

16,291

Previous 15,628 4.24%

Holding current value

$1.28 Million

Previous $1.1 Million 12.2%

% of portfolio

0.16%

Previous 0.14%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$69.57 - $78.65 $46,124 - $52,144	663 Added 4.24%	16,291 $1.23 Million
Q4 2024 Jan 14, 2025	SELL	$70.06 - $77.43 $49,252 - $54,433	-703 Reduced 4.3%	15,628 $1.1 Million
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

2,248

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
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Hcr Wealth Advisors Ishares Tr Transaction History