Ica Group Wealth Management, LLC Ishares Tr Transaction History

Ica Group Wealth Management, LLC

$493 Million
Q1 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 22,124 shares of IEFA stock, worth $1.63 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

22,124

Previous 25,454 13.08%

Holding current value

$1.63 Million

Previous $1.79 Million 8.27%

% of portfolio

0.33%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$68.14 - $74.43 $226,906 - $247,851	-3,330 Reduced 13.08%	22,124 $1.64 Million
Q4 2023 Mar 07, 2024	SELL	$61.3 - $70.47 $48,120 - $55,318	-785 Reduced 2.99%	25,454 $1.79 Million
Q3 2023 Nov 13, 2023	SELL	$64.04 - $69.58 $233,105 - $253,271	-3,640 Reduced 12.18%	26,239 $1.69 Million
Q2 2023 Aug 11, 2023	BUY	$66.03 - $69.1 $1.24 Million - $1.3 Million	18,791 Added 169.47%	29,879 $2.02 Million
Q1 2023 May 12, 2023	SELL	$62.17 - $67.7 $1.53 Million - $1.67 Million	-24,673 Reduced 68.99%	11,088 $741,000

Q4 2022 Feb 14, 2023	SELL	$56.86 - $63.65 $559,957 - $626,825	-9,848 Reduced 21.59%	35,761 $2.2 Million
Q3 2022 Nov 10, 2022	SELL	$53.51 - $63.1 $75,128 - $88,592	-1,404 Reduced 2.99%	45,609 $2.4 Million
Q2 2022 Oct 03, 2022	SELL	$57.91 - $70.46 $146,164 - $177,841	-2,524 Reduced 5.1%	47,013 $2.87 Million
Q1 2022 Oct 03, 2022	BUY	$63.26 - $75.48 $3.13 Million - $3.74 Million	49,537 New	49,537 $3.26 Million

Others Institutions Holding IEFA

# of Institutions

1,889

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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Ica Group Wealth Management, LLC Ishares Tr Transaction History