Lowe Wealth Advisors, LLC Ishares Tr Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 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 4,657 shares of IEFA stock, worth $336,747. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,657

Previous 4,707 1.06%

Holding current value

$336,747

Previous $341,000 6.45%

% of portfolio

0.16%

Previous 0.16%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	SELL	$70.09 - $78.74 $3,504 - $3,936	-50 Reduced 1.06%	4,657 $363,000
Q2 2024 Jul 09, 2024	SELL	$70.77 - $76.19 $53,077 - $57,142	-750 Reduced 13.74%	4,707 $341,000
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	$52.35 - $63.65 $13,087 - $15,912	-250 Reduced 2.3%	10,620 $0
Q3 2022 Oct 06, 2022	SELL	$52.32 - $63.1 $23,491 - $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

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Account

Lowe Wealth Advisors, LLC Ishares Tr Transaction History