Iht Wealth Management, LLC Ishares Tr Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 107,396 shares of IEFA stock, worth $7.72 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

107,396

Previous 76,105 41.12%

Holding current value

$7.72 Million

Previous $5.53 Million 51.63%

% of portfolio

0.24%

Previous 0.21%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$70.09 - $78.74 $2.19 Million - $2.46 Million	31,291 Added 41.12%	107,396 $8.38 Million
Q2 2024 Aug 14, 2024	BUY	$70.77 - $76.19 $248,048 - $267,045	3,505 Added 4.83%	76,105 $5.53 Million
Q1 2024 May 15, 2024	BUY	$68.14 - $74.43 $352,897 - $385,472	5,179 Added 7.68%	72,600 $5.39 Million
Q4 2023 Feb 14, 2024	BUY	$61.3 - $70.47 $369,577 - $424,863	6,029 Added 9.82%	67,421 $4.74 Million
Q3 2023 Nov 14, 2023	BUY	$64.04 - $69.58 $630,025 - $684,528	9,838 Added 19.08%	61,392 $3.95 Million
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $2.09 Million - $2.19 Million	31,695 Added 159.6%	51,554 $3.48 Million
Q1 2023 May 15, 2023	SELL	$62.17 - $67.7 $49,425 - $53,821	-795 Reduced 3.85%	19,859 $1.33 Million
Q4 2022 Feb 14, 2023	SELL	$52.35 - $63.65 $35,336 - $42,963	-675 Reduced 3.16%	20,654 $1.27 Million
Q3 2022 Nov 22, 2022	SELL	$52.32 - $63.1 $283,365 - $341,749	-5,416 Reduced 20.25%	21,329 $1.12 Million
Q2 2022 Aug 15, 2022	BUY	$57.91 - $70.46 $12,276 - $14,937	212 Added 0.8%	26,745 $1.57 Million
Q1 2022 May 16, 2022	SELL	$63.26 - $75.48 $15,561 - $18,568	-246 Reduced 0.92%	26,533 $1.84 Million
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $25,470 - $27,371	352 Added 1.33%	26,779 $2 Million
Q3 2021 Nov 15, 2021	SELL	$72.98 - $78.2 $1.43 Million - $1.53 Million	-19,626 Reduced 42.62%	26,427 $1.96 Million
Q2 2021 Aug 16, 2021	BUY	$73.11 - $77.88 $714,942 - $761,588	9,779 Added 26.96%	46,053 $3.45 Million
Q1 2021 May 18, 2021	SELL	$68.58 - $73.12 $192,092 - $204,809	-2,801 Reduced 7.17%	36,274 $2.61 Million
Q4 2020 Feb 17, 2021	BUY	$58.13 - $69.71 $133,582 - $160,193	2,298 Added 6.25%	39,075 $2.7 Million
Q3 2020 Nov 19, 2020	BUY	$57.43 - $62.28 $31,356 - $34,004	546 Added 1.51%	36,777 $2.22 Million
Q2 2020 Aug 14, 2020	SELL	$47.43 - $60.75 $2.34 Million - $2.99 Million	-49,295 Reduced 57.64%	36,231 $2.07 Million
Q1 2020 May 13, 2020	BUY	$43.31 - $66.12 $78,564 - $119,941	1,814 Added 2.17%	85,526 $4.27 Million
Q4 2019 Feb 18, 2020	BUY	$59.36 - $65.51 $507,112 - $559,651	8,543 Added 11.37%	83,712 $5.46 Million
Q3 2019 Nov 15, 2019	BUY	$57.44 - $62.42 $717,827 - $780,062	12,497 Added 19.94%	75,169 $4.59 Million
Q2 2019 Aug 12, 2019	SELL	$59.39 - $62.73 $104,763 - $110,655	-1,764 Reduced 2.74%	62,672 $3.85 Million
Q1 2019 May 16, 2019	SELL	$54.44 - $61.46 $279,930 - $316,027	-5,142 Reduced 7.39%	64,436 $3.92 Million
Q4 2018 Feb 15, 2019	BUY	$53.06 - $64.19 $886,102 - $1.07 Million	16,700 Added 31.58%	69,578 $3.83 Million
Q3 2018 Nov 14, 2018	BUY	$61.82 - $65.16 $468,348 - $493,652	7,576 Added 16.72%	52,878 $3.39 Million
Q2 2018 Aug 13, 2018	BUY	$62.74 - $67.79 $2.12 Million - $2.29 Million	33,740 Added 291.82%	45,302 $2.87 Million
Q1 2018 May 15, 2018	BUY	$64.18 - $70.84 $247,157 - $272,804	3,851 Added 49.94%	11,562 $750,000
Q4 2017 Feb 14, 2018	BUY	$64.09 - $66.44 $306,991 - $318,247	4,790 Added 163.98%	7,711 $524,000
Q3 2017 Nov 14, 2017	BUY	$62.19 - $64.17 $181,656 - $187,440	2,921	2,921 $187,000

Others Institutions Holding IEFA

# of Institutions

1,997

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Iht Wealth Management, LLC Ishares Tr Transaction History