Mission Wealth Management, LP Ishares Tr Transaction History

Mission Wealth Management, LP

$4.01 Billion
Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Ishares Tr stock. As of the latest transaction made, Mission Wealth Management, LP holds 4,196,705 shares of IEFA stock, worth $349 Million. This represents 7.93% of its overall portfolio holdings.

Number of Shares

4,196,705

Previous 3,894,399 7.76%

Holding current value

$349 Million

Previous $274 Million 16.0%

% of portfolio

7.93%

Previous 6.46%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$69.57 - $78.65 $21 Million - $23.8 Million	302,306 Added 7.76%	4,196,705 $317 Million
Q4 2024 Feb 06, 2025	BUY	$70.06 - $77.43 $19.8 Million - $21.9 Million	282,265 Added 7.81%	3,894,399 $274 Million
Q3 2024 Oct 31, 2024	BUY	$70.09 - $78.74 $15.5 Million - $17.4 Million	220,965 Added 6.52%	3,612,134 $282 Million
Q2 2024 Aug 02, 2024	BUY	$70.77 - $76.19 $3.15 Million - $3.39 Million	44,510 Added 1.33%	3,391,169 $246 Million
Q1 2024 Apr 30, 2024	BUY	$68.14 - $74.43 $29.1 Million - $31.7 Million	426,561 Added 14.61%	3,346,659 $248 Million
Q4 2023 Feb 05, 2024	BUY	$61.3 - $70.47 $16.6 Million - $19.1 Million	271,141 Added 10.24%	2,920,098 $205 Million
Q3 2023 Oct 23, 2023	BUY	$64.04 - $69.58 $22.7 Million - $24.7 Million	354,749 Added 15.46%	2,648,957 $170 Million
Q2 2023 Aug 04, 2023	BUY	$66.03 - $69.1 $22.1 Million - $23.1 Million	334,057 Added 17.04%	2,294,208 $155 Million
Q1 2023 Apr 07, 2023	BUY	$62.17 - $67.7 $23.3 Million - $25.3 Million	374,065 Added 23.58%	1,960,151 $131 Million
Q4 2022 Feb 02, 2023	BUY	$52.35 - $63.65 $3.56 Million - $4.33 Million	68,041 Added 4.48%	1,586,086 $97.8 Million
Q3 2022 Oct 12, 2022	BUY	$52.32 - $63.1 $8.49 Million - $10.2 Million	162,281 Added 11.97%	1,518,045 $80 Million
Q2 2022 Jul 27, 2022	BUY	$57.91 - $70.46 $2.57 Million - $3.12 Million	44,297 Added 3.38%	1,355,764 $79.8 Million
Q1 2022 Apr 25, 2022	BUY	$63.26 - $75.48 $2.26 Million - $2.7 Million	35,767 Added 2.8%	1,311,467 $91.2 Million
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $5.39 Million - $5.8 Million	74,539 Added 6.21%	1,275,700 $95.2 Million
Q3 2021 Nov 05, 2021	BUY	$72.98 - $78.2 $2.32 Million - $2.49 Million	31,829 Added 2.72%	1,201,161 $89.2 Million
Q2 2021 Aug 10, 2021	BUY	$73.11 - $77.88 $4.16 Million - $4.44 Million	56,949 Added 5.12%	1,169,332 $87.5 Million
Q1 2021 May 10, 2021	BUY	$68.58 - $73.12 $4.16 Million - $4.44 Million	60,724 Added 5.77%	1,112,383 $80.1 Million
Q4 2020 Jan 19, 2021	BUY	$58.13 - $69.71 $4.51 Million - $5.4 Million	77,519 Added 7.96%	1,051,659 $72.7 Million
Q3 2020 Oct 16, 2020	BUY	$57.43 - $62.28 $3.17 Million - $3.43 Million	55,126 Added 6.0%	974,140 $58.7 Million
Q2 2020 Aug 03, 2020	BUY	$47.43 - $60.75 $7.33 Million - $9.38 Million	154,462 Added 20.2%	919,014 $52.5 Million
Q1 2020 Apr 10, 2020	SELL	$43.31 - $66.12 $8.87 Million - $13.5 Million	-204,813 Reduced 21.13%	764,552 $38.1 Million
Q4 2019 Jan 21, 2020	BUY	$59.36 - $65.51 $2.56 Million - $2.82 Million	43,105 Added 4.65%	969,365 $63.2 Million
Q3 2019 Oct 16, 2019	BUY	$57.44 - $62.42 $3.04 Million - $3.3 Million	52,916 Added 6.06%	926,260 $56.6 Million
Q2 2019 Aug 09, 2019	BUY	$59.39 - $62.73 $2.46 Million - $2.6 Million	41,414 Added 4.98%	873,344 $53.6 Million
Q1 2019 May 14, 2019	BUY	$54.44 - $61.46 $1.48 Million - $1.67 Million	27,194 Added 3.38%	831,930 $50.6 Million
Q4 2018 Feb 08, 2019	SELL	$53.06 - $64.19 $22.4 Million - $27.1 Million	-422,765 Reduced 34.44%	804,736 $44.3 Million
Q3 2018 Nov 01, 2018	SELL	$61.82 - $65.16 $655,230 - $690,630	-10,599 Reduced 0.86%	1,227,501 $78.7 Million
Q2 2018 Aug 08, 2018	BUY	$62.74 - $67.79 $2.62 Million - $2.83 Million	41,810 Added 3.49%	1,238,100 $78.5 Million
Q1 2018 May 04, 2018	BUY	$64.18 - $70.84 $7.96 Million - $8.79 Million	124,074 Added 11.57%	1,196,290 $78.8 Million
Q4 2017 Feb 09, 2018	BUY	$64.09 - $66.44 $592,447 - $614,171	9,244 Added 0.87%	1,072,216 $70.9 Million
Q3 2017 Nov 13, 2017	BUY	$62.19 - $64.17 $62.4 Million - $64.4 Million	1,003,838 Added 1697.56%	1,062,972 $68.2 Million
Q2 2017 Aug 11, 2017	BUY	N/A	59,134	59,134 $3.6 Million

Others Institutions Holding IEFA

# of Institutions

2,254

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

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About ISHARES TR

Ticker IEFA
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Mission Wealth Management, LP Ishares Tr Transaction History