Ivc Wealth Advisors LLC Ishares Tr Transaction History

Ivc Wealth Advisors LLC

$181 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 13, 2023	SELL	$66.03 - $69.1 $10,366 - $10,848	-157 Reduced 4.62%	3,244 $218,000
Q1 2023 Apr 13, 2023	SELL	$62.17 - $67.7 $23,873 - $25,996	-384 Reduced 10.15%	3,401 $227,000
Q4 2022 Jan 17, 2023	SELL	$52.35 - $63.65 $261 - $318	-5 Reduced 0.13%	3,785 $0
Q2 2022 Jul 11, 2022	SELL	$57.91 - $70.46 $48,528 - $59,045	-838 Reduced 18.11%	3,790 $223,000
Q1 2022 Apr 27, 2022	SELL	$63.26 - $75.48 $356,280 - $425,103	-5,632 Reduced 54.89%	4,628 $322,000
Q4 2021 Jan 13, 2022	SELL	$72.36 - $77.76 $41,172 - $44,245	-569 Reduced 5.25%	10,260 $766,000
Q3 2021 Oct 08, 2021	BUY	$72.98 - $78.2 $30,140 - $32,296	413 Added 3.97%	10,829 $804,000
Q2 2021 Jul 13, 2021	BUY	$73.11 - $77.88 $84,003 - $89,484	1,149 Added 12.4%	10,416 $780,000
Q1 2021 Apr 20, 2021	BUY	$68.58 - $73.12 $635,530 - $677,603	9,267 New	9,267 $668,000

Others Institutions Holding IEFA

# of Institutions

2,000

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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