Journey Strategic Wealth LLC Ishares Tr Transaction History

Journey Strategic Wealth LLC

$2.71 Billion
Q3 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 54,685 shares of IEFA stock, worth $3.84 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

54,685

Previous 16,938 222.85%

Holding current value

$3.84 Million

Previous $1.23 Million 246.99%

% of portfolio

0.16%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $2.65 Million - $2.97 Million	37,747 Added 222.85%	54,685 $4.27 Million
Q2 2024 Aug 14, 2024	BUY	$70.77 - $76.19 $414,712 - $446,473	5,860 Added 52.9%	16,938 $1.23 Million
Q1 2024 May 13, 2024	SELL	$68.14 - $74.43 $152,429 - $166,499	-2,237 Reduced 16.8%	11,078 $822,000
Q4 2023 Feb 09, 2024	SELL	$61.3 - $70.47 $121,741 - $139,953	-1,986 Reduced 12.98%	13,315 $936,000
Q3 2023 Nov 08, 2023	SELL	$64.04 - $69.58 $71,788 - $77,999	-1,121 Reduced 6.83%	15,301 $984,000
Q2 2023 Aug 14, 2023	SELL	$66.03 - $69.1 $243,782 - $255,117	-3,692 Reduced 18.36%	16,422 $1.11 Million
Q1 2023 May 11, 2023	SELL	$62.17 - $67.7 $24,992 - $27,215	-402 Reduced 1.96%	20,114 $1.34 Million
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $1.07 Million - $1.31 Million	20,516 New	20,516 $1.26 Million

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Journey Strategic Wealth LLC Ishares Tr Transaction History