Inspirion Wealth Advisors, LLC Ishares Tr Transaction History

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 14,586 shares of IEFA stock, worth $1.05 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

14,586

Previous 14,918 2.23%

Holding current value

$1.05 Million

Previous $1.08 Million 5.08%

% of portfolio

0.16%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$70.09 - $78.74 $23,269 - $26,141	-332 Reduced 2.23%	14,586 $1.14 Million
Q2 2024 Jul 12, 2024	SELL	$70.77 - $76.19 $3,963 - $4,266	-56 Reduced 0.37%	14,918 $1.08 Million
Q1 2024 Apr 12, 2024	BUY	$68.14 - $74.43 $3,815 - $4,168	56 Added 0.38%	14,974 $1.11 Million
Q4 2023 Jan 10, 2024	SELL	$61.3 - $70.47 $9,011 - $10,359	-147 Reduced 0.98%	14,918 $1.05 Million
Q3 2023 Oct 13, 2023	BUY	$64.04 - $69.58 $832 - $904	13 Added 0.09%	15,065 $969,000
Q2 2023 Jul 20, 2023	SELL	$66.03 - $69.1 $113,175 - $118,437	-1,714 Reduced 10.22%	15,052 $1.02 Million
Q1 2023 Apr 07, 2023	BUY	$62.17 - $67.7 $1.04 Million - $1.14 Million	16,766 New	16,766 $1.12 Million
Q1 2022 Apr 14, 2022	SELL	$63.26 - $75.48 $172,889 - $206,286	-2,733 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$72.36 - $77.76 $197,759 - $212,518	2,733 New	2,733 $204,000

Others Institutions Holding IEFA

# of Institutions

2,002

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Inspirion Wealth Advisors, LLC Ishares Tr Transaction History