Lowe Wealth Advisors, LLC Ishares Tr Transaction History

Lowe Wealth Advisors, LLC

$213 Million
Q1 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 5,457 shares of IEFA stock, worth $405,236. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,457

Previous 6,334 13.85%

Holding current value

$405,236

Previous $445,000 8.99%

% of portfolio

0.19%

Previous 0.22%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 08, 2024	SELL	$68.14 - $74.43 $59,758 - $65,275	-877 Reduced 13.85%	5,457 $405,000
Q4 2023 Jan 04, 2024	SELL	$61.3 - $70.47 $178,996 - $205,772	-2,920 Reduced 31.55%	6,334 $445,000
Q3 2023 Oct 20, 2023	SELL	$64.04 - $69.58 $35,606 - $38,686	-556 Reduced 5.67%	9,254 $595,000
Q2 2023 Jul 06, 2023	SELL	$66.03 - $69.1 $20,139 - $21,075	-305 Reduced 3.02%	9,810 $662,000
Q1 2023 Apr 05, 2023	SELL	$62.17 - $67.7 $31,395 - $34,188	-505 Reduced 4.76%	10,115 $676,000

Q4 2022 Jan 17, 2023	SELL	$56.86 - $63.65 $14,215 - $15,912	-250 Reduced 2.3%	10,620 $0
Q3 2022 Oct 06, 2022	SELL	$53.51 - $63.1 $24,025 - $28,331	-449 Reduced 3.97%	10,870 $573,000
Q2 2022 Jul 07, 2022	SELL	$57.91 - $70.46 $5.26 Million - $6.4 Million	-90,886 Reduced 88.93%	11,319 $666,000
Q1 2022 Apr 08, 2022	SELL	$63.26 - $75.48 $398,601 - $475,599	-6,301 Reduced 5.81%	102,205 $7.1 Million
Q4 2021 Jan 18, 2022	BUY	$72.36 - $77.76 $31,259 - $33,592	432 Added 0.4%	108,506 $8.1 Million
Q3 2021 Oct 05, 2021	SELL	$72.98 - $78.2 $36,271 - $38,865	-497 Reduced 0.46%	108,074 $8.02 Million
Q2 2021 Jul 01, 2021	SELL	$73.11 - $77.88 $119,973 - $127,801	-1,641 Reduced 1.49%	108,571 $8.13 Million
Q1 2021 Apr 06, 2021	SELL	$68.58 - $73.12 $342 - $365	-5 Reduced -0.0%	110,212 $7.94 Million
Q4 2020 Jan 07, 2021	BUY	$58.13 - $69.71 $198,048 - $237,501	3,407 Added 3.19%	110,217 $7.62 Million
Q3 2020 Oct 16, 2020	BUY	$57.43 - $62.28 $250,624 - $271,789	4,364 Added 4.26%	106,810 $6.44 Million
Q2 2020 Jul 08, 2020	SELL	$47.43 - $60.75 $60,994 - $78,124	-1,286 Reduced 1.24%	102,446 $5.86 Million
Q1 2020 Apr 10, 2020	SELL	$43.31 - $66.12 $64,748 - $98,849	-1,495 Reduced 1.42%	103,732 $5.18 Million
Q4 2019 Jan 15, 2020	BUY	$59.36 - $65.51 $157,897 - $174,256	2,660 Added 2.59%	105,227 $6.87 Million
Q3 2019 Oct 08, 2019	SELL	$57.44 - $62.42 $35,612 - $38,700	-620 Reduced 0.6%	102,567 $6.26 Million
Q2 2019 Jul 10, 2019	SELL	$59.39 - $62.73 $14,550 - $15,368	-245 Reduced 0.24%	103,187 $6.34 Million
Q1 2019 Apr 08, 2019	SELL	$54.44 - $61.46 $163 - $184	-3 Reduced -0.0%	103,432 $6.29 Million
Q4 2018 Jan 10, 2019	BUY	$53.06 - $64.19 $11,301 - $13,672	213 Added 0.21%	103,435 $5.69 Million
Q3 2018 Oct 30, 2018	BUY	$61.82 - $65.16 $104,537 - $110,185	1,691 Added 1.67%	103,222 $6.61 Million
Q2 2018 Jul 12, 2018	BUY	$62.74 - $67.79 $117,637 - $127,106	1,875 Added 1.88%	101,531 $6.43 Million
Q1 2018 Apr 06, 2018	BUY	$64.18 - $70.84 $2.11 Million - $2.33 Million	32,915 Added 49.32%	99,656 $6.57 Million
Q4 2017 Jan 18, 2018	BUY	$64.09 - $66.44 $1.45 Million - $1.51 Million	22,693 Added 51.52%	66,741 $4.41 Million
Q3 2017 Oct 05, 2017	BUY	$62.19 - $64.17 $2.74 Million - $2.83 Million	44,048	44,048 $2.83 Million

Others Institutions Holding IEFA

# of Institutions

1,890

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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Lowe Wealth Advisors, LLC Ishares Tr Transaction History