Lws Wealth Advisors, Inc. Ishares Tr Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 306,878 shares of IEFA stock, worth $23.7 Million. This represents 8.45% of its overall portfolio holdings.

Number of Shares

306,878

Previous 286,579 7.08%

Holding current value

$23.7 Million

Previous $18.4 Million 17.07%

% of portfolio

8.45%

Previous 8.4%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$61.3 - $70.47 $1.24 Million - $1.43 Million	20,299 Added 7.08%	306,878 $21.6 Million
Q3 2023 Nov 13, 2023	BUY	$64.04 - $69.58 $13,640 - $14,820	213 Added 0.07%	286,579 $18.4 Million
Q2 2023 Jul 28, 2023	SELL	$66.03 - $69.1 $624,313 - $653,340	-9,455 Reduced 3.2%	286,366 $19.3 Million
Q1 2023 Apr 28, 2023	BUY	$62.17 - $67.7 $41,156 - $44,817	662 Added 0.22%	295,821 $19.8 Million
Q4 2022 Feb 14, 2023	SELL	$52.35 - $63.65 $151,605 - $184,330	-2,896 Reduced 0.97%	295,159 $18.2 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $1.01 Million - $1.21 Million	19,223 Added 6.89%	298,055 $15.7 Million
Q2 2022 Aug 05, 2022	SELL	$57.91 - $70.46 $509,607 - $620,048	-8,800 Reduced 3.06%	278,832 $16.4 Million
Q1 2022 May 10, 2022	BUY	$63.26 - $75.48 $4.95 Million - $5.9 Million	78,193 Added 37.33%	287,632 $20 Million
Q4 2021 Feb 02, 2022	BUY	$72.36 - $77.76 $675,118 - $725,500	9,330 Added 4.66%	209,439 $15.6 Million
Q3 2021 Nov 09, 2021	BUY	$72.98 - $78.2 $332,861 - $356,670	4,561 Added 2.33%	200,109 $14.9 Million
Q2 2021 Jul 23, 2021	BUY	$73.11 - $77.88 $519,665 - $553,571	7,108 Added 3.77%	195,548 $14.6 Million
Q1 2021 Apr 29, 2021	SELL	$68.58 - $73.12 $185,234 - $197,497	-2,701 Reduced 1.41%	188,440 $13.6 Million
Q4 2020 Jan 20, 2021	BUY	$58.13 - $69.71 $384,762 - $461,410	6,619 Added 3.59%	191,141 $13.2 Million
Q3 2020 Nov 10, 2020	SELL	$57.43 - $62.28 $486,834 - $527,947	-8,477 Reduced 4.39%	184,522 $11.1 Million
Q2 2020 Aug 05, 2020	BUY	$47.43 - $60.75 $857,629 - $1.1 Million	18,082 Added 10.34%	192,999 $11 Million
Q1 2020 May 04, 2020	SELL	$43.31 - $66.12 $1.47 Million - $2.24 Million	-33,868 Reduced 16.22%	174,917 $8.73 Million
Q4 2019 Feb 06, 2020	BUY	$59.36 - $65.51 $12.4 Million - $13.7 Million	208,785 New	208,785 $13.6 Million

Others Institutions Holding IEFA

# of Institutions

1,940

Shares Held

1.42B

Call Options Held

142K

Put Options Held

534K

View Full List

About ISHARES TR

Ticker IEFA
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Lws Wealth Advisors, Inc. Ishares Tr Transaction History