New England Guild Wealth Advisors, Inc. Ishares Tr Transaction History

New England Guild Wealth Advisors, Inc.

$190 Million
Q4 2022

A detailed history of New England Guild Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 118,594 shares of IEFA stock, worth $8.86 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares

118,594

Previous 119,136 0.45%

Holding current value

$8.86 Million

Previous $6.28 Million 16.49%

% of portfolio

3.85%

Previous 3.79%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 11, 2023	SELL	$56.86 - $63.65 $30,818 - $34,498	-542 Reduced 0.45%	118,594 $7.31 Million
Q3 2022 Oct 06, 2022	BUY	$53.51 - $63.1 $680,754 - $802,758	12,722 Added 11.96%	119,136 $6.28 Million
Q2 2022 Jul 08, 2022	BUY	$57.91 - $70.46 $232,971 - $283,460	4,023 Added 3.93%	106,414 $6.26 Million
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $1.82 Million - $2.17 Million	28,722 Added 38.99%	102,391 $7.12 Million
Q4 2021 Jan 12, 2022	BUY	$72.36 - $77.76 $114,473 - $123,016	1,582 Added 2.19%	73,669 $5.5 Million

Q3 2021 Oct 07, 2021	BUY	$72.98 - $78.2 $188,507 - $201,990	2,583 Added 3.72%	72,087 $5.35 Million
Q2 2021 Jul 12, 2021	BUY	$73.11 - $77.88 $110,249 - $117,443	1,508 Added 2.22%	69,504 $5.2 Million
Q1 2021 Apr 08, 2021	BUY	$68.58 - $73.12 $11,795 - $12,576	172 Added 0.25%	67,996 $4.9 Million
Q4 2020 Jan 15, 2021	BUY	$58.13 - $69.71 $195,607 - $234,574	3,365 Added 5.22%	67,824 $4.69 Million
Q3 2020 Oct 05, 2020	SELL	$57.43 - $62.28 $187,336 - $203,157	-3,262 Reduced 4.82%	64,459 $3.89 Million
Q2 2020 Jul 08, 2020	SELL	$47.43 - $60.75 $66,828 - $85,596	-1,409 Reduced 2.04%	67,721 $3.87 Million
Q1 2020 Apr 06, 2020	SELL	$43.31 - $66.12 $3.46 Million - $5.28 Million	-79,918 Reduced 53.62%	69,130 $3.45 Million
Q4 2019 Jan 06, 2020	BUY	$59.36 - $65.51 $4,392 - $4,847	74 Added 0.05%	149,048 $9.72 Million
Q3 2019 Oct 10, 2019	SELL	$57.44 - $62.42 $725,007 - $787,865	-12,622 Reduced 7.81%	148,974 $9.1 Million
Q2 2019 Aug 20, 2019	SELL	$59.39 - $62.73 $120,799 - $127,592	-2,034 Reduced 1.24%	161,596 $9.92 Million
Q1 2019 Aug 20, 2019	BUY	$54.44 - $61.46 $979 - $1,106	18 Added 0.01%	163,630 $9.94 Million
Q4 2018 Aug 20, 2019	BUY	$53.06 - $64.19 $5.28 Million - $6.38 Million	99,457 Added 155.03%	163,612 $9 Million
Q3 2018 Aug 21, 2019	BUY	$61.82 - $65.16 $19,596 - $20,655	317 Added 0.5%	64,155 $4.11 Million
Q2 2018 Aug 21, 2019	BUY	$62.74 - $67.79 $41,533 - $44,876	662 Added 1.05%	63,838 $4.05 Million
Q4 2017 Aug 21, 2019	BUY	$64.09 - $66.44 $4.05 Million - $4.2 Million	63,176	63,176 $4.18 Million

Others Institutions Holding IEFA

# of Institutions

1,891

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

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About ISHARES TR

Ticker IEFA
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New England Guild Wealth Advisors, Inc. Ishares Tr Transaction History