Mycio Wealth Partners, LLC Ishares Tr Transaction History

Mycio Wealth Partners, LLC

$423 Million
Q1 2025

A detailed history of Mycio Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 239,111 shares of IEFA stock, worth $19.7 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares

239,111

Previous 236,882 0.94%

Holding current value

$19.7 Million

Previous $16.6 Million 8.65%

% of portfolio

4.27%

Previous 4.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$69.57 - $78.65 $155,071 - $175,310	2,229 Added 0.94%	239,111 $18.1 Million
Q4 2024 Jan 29, 2025	BUY	$70.06 - $77.43 $808,912 - $894,006	11,546 Added 5.12%	236,882 $16.6 Million
Q3 2024 Oct 25, 2024	BUY	$70.09 - $78.74 $104,504 - $117,401	1,491 Added 0.67%	225,336 $17.6 Million
Q2 2024 Aug 12, 2024	BUY	$70.77 - $76.19 $218,679 - $235,427	3,090 Added 1.4%	223,845 $16.3 Million
Q1 2024 May 07, 2024	BUY	$68.14 - $74.43 $77,679 - $84,850	1,140 Added 0.52%	220,755 $16.4 Million
Q4 2023 Jan 30, 2024	BUY	$61.3 - $70.47 $139,151 - $159,966	2,270 Added 1.04%	219,615 $15.4 Million
Q3 2023 Nov 07, 2023	BUY	$64.04 - $69.58 $689,326 - $748,959	10,764 Added 5.21%	217,345 $14 Million
Q2 2023 Aug 04, 2023	BUY	$66.03 - $69.1 $191,090 - $199,975	2,894 Added 1.42%	206,581 $13.9 Million
Q1 2023 May 09, 2023	SELL	$62.17 - $67.7 $883,435 - $962,017	-14,210 Reduced 6.52%	203,687 $13.6 Million
Q4 2022 Jan 25, 2023	BUY	$52.35 - $63.65 $4.39 Million - $5.34 Million	83,824 Added 62.52%	217,897 $0
Q3 2022 Nov 14, 2022	SELL	$52.32 - $63.1 $3.33 Million - $4.02 Million	-63,650 Reduced 32.19%	134,073 $7.06 Million
Q2 2022 Aug 02, 2022	BUY	$57.91 - $70.46 $781,611 - $950,998	13,497 Added 7.33%	197,723 $11.6 Million
Q1 2022 May 09, 2022	SELL	$63.26 - $75.48 $2.85 Million - $3.4 Million	-45,064 Reduced 19.65%	184,226 $12.8 Million
Q4 2021 Feb 08, 2022	BUY	$72.36 - $77.76 $1.92 Million - $2.06 Million	26,510 Added 13.07%	229,290 $17.1 Million
Q3 2021 Nov 10, 2021	BUY	$72.98 - $78.2 $2.05 Million - $2.2 Million	28,101 Added 16.09%	202,780 $15.1 Million
Q2 2021 Aug 09, 2021	BUY	$73.11 - $77.88 $1.71 Million - $1.82 Million	23,433 Added 15.49%	174,679 $13.1 Million
Q1 2021 May 17, 2021	BUY	$68.58 - $73.12 $2.71 Million - $2.89 Million	39,562 Added 35.42%	151,246 $10.9 Million
Q4 2020 Feb 09, 2021	BUY	$58.13 - $69.71 $681,283 - $817,001	11,720 Added 11.72%	111,684 $7.72 Million
Q3 2020 Nov 12, 2020	BUY	$57.43 - $62.28 $771,916 - $837,105	13,441 Added 15.53%	99,964 $6.03 Million
Q2 2020 Aug 13, 2020	BUY	$47.43 - $60.75 $7,256 - $9,294	153 Added 0.18%	86,523 $4.95 Million
Q1 2020 May 14, 2020	SELL	$43.31 - $66.12 $44.1 Million - $67.4 Million	-1,018,655 Reduced 92.18%	86,370 $4.31 Million
Q4 2019 Feb 13, 2020	BUY	$59.36 - $65.51 $28.8 Million - $31.8 Million	484,771 Added 78.16%	1,105,025 $72.1 Million
Q3 2019 Nov 12, 2019	BUY	$57.44 - $62.42 $27.3 Million - $29.7 Million	476,105 Added 330.29%	620,254 $37.9 Million
Q2 2019 Aug 05, 2019	BUY	$59.39 - $62.73 $847,851 - $895,533	14,276 Added 10.99%	144,149 $8.85 Million
Q4 2018 Jan 22, 2019	BUY	$53.06 - $64.19 $6.37 Million - $7.71 Million	120,120 Added 1231.62%	129,873 $7.14 Million
Q3 2018 Oct 25, 2018	SELL	$61.82 - $65.16 $3,585 - $3,779	-58 Reduced 0.59%	9,753 $625,000
Q2 2018 Jul 19, 2018	BUY	$62.74 - $67.79 $615,542 - $665,087	9,811 New	9,811 $622,000
Q1 2018 Apr 27, 2018	SELL	$64.18 - $70.84 $233,358 - $257,574	-3,636 Closed	0 $0
Q4 2017 Jan 31, 2018	BUY	$64.09 - $66.44 $233,031 - $241,575	3,636	3,636 $240,000

Others Institutions Holding IEFA

# of Institutions

2,252

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

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About ISHARES TR

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Mycio Wealth Partners, LLC Ishares Tr Transaction History