O'Brien Wealth Partners LLC Ishares Tr Msci Eafe ETF Transaction History

O'Brien Wealth Partners LLC

$484 Million
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$55.54 - $66.76 $4,221 - $5,073	-76 Reduced 1.51%	4,948 $277,000
Q2 2022 Jul 22, 2022	SELL	$61.48 - $74.59 $215,364 - $261,288	-3,503 Reduced 41.08%	5,024 $314,000
Q1 2022 May 10, 2022	BUY	$66.84 - $79.66 $100,460 - $119,728	1,503 Added 21.4%	8,527 $556,000
Q4 2021 Feb 09, 2022	BUY	$76.4 - $81.83 $205,134 - $219,713	2,685 Added 61.88%	7,024 $538,000
Q3 2021 Oct 07, 2021	BUY	$76.9 - $82.13 $3,691 - $3,942	48 Added 1.12%	4,339 $338,000
Q2 2021 Jul 12, 2021	BUY	$76.86 - $81.95 $5,764 - $6,146	75 Added 1.78%	4,291 $341,000
Q1 2021 Apr 13, 2021	BUY	$72.39 - $76.92 $2,388 - $2,538	33 Added 0.79%	4,216 $328,000
Q4 2020 Jan 11, 2021	BUY	$61.39 - $73.52 $122 - $147	2 Added 0.05%	4,183 $317,000
Q3 2020 Oct 09, 2020	BUY	$61.1 - $65.92 $255,459 - $275,611	4,181 New	4,181 $273,000
Q1 2020 Apr 03, 2020	SELL	$46.5 - $70.38 $360,468 - $545,585	-7,752 Closed	0 $0
Q4 2019 Jan 07, 2020	BUY	$63.25 - $69.66 $1,265 - $1,393	20 Added 0.26%	7,752 $539,000
Q3 2019 Oct 04, 2019	SELL	$61.3 - $66.68 $473,419 - $514,969	-7,723 Reduced 49.97%	7,732 $504,000
Q2 2019 Jul 08, 2019	BUY	$63.4 - $66.99 $3,043 - $3,215	48 Added 0.31%	15,455 $1.02 Million
Q1 2019 Apr 05, 2019	SELL	$58.13 - $65.61 $58,188 - $65,675	-1,001 Reduced 6.1%	15,407 $999,000
Q4 2018 Jan 17, 2019	BUY	$56.89 - $68.07 $911,548 - $1.09 Million	16,023 Added 4161.82%	16,408 $1.01 Million
Q3 2018 Oct 09, 2018	BUY	$65.43 - $68.98 $17,666 - $18,624	270 Added 234.78%	385 $26,000
Q2 2018 Jul 11, 2018	SELL	$66.35 - $71.9 $17,582 - $19,053	-265 Reduced 69.74%	115 $8,000
Q1 2018 Apr 11, 2018	BUY	$67.94 - $75.25 $25,817 - $28,595	380 New	380 $26,000

Others Institutions Holding EFA

# of Institutions

2,116

Shares Held

572M

Call Options Held

74.2M

Put Options Held

110M

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