O'Brien Wealth Partners LLC Ishares Msci Eafe Min Vol Fact Transaction History

O'Brien Wealth Partners LLC

$484 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$61.24 - $72.68 $48.6 Million - $57.7 Million	-794,211 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$67.73 - $76.65 $208,540 - $236,005	3,079 Added 0.39%	794,211 $52.1 Million
Q4 2021 Feb 09, 2022	BUY	$74.33 - $77.96 $2.2 Million - $2.31 Million	29,663 Added 3.9%	791,132 $57.9 Million
Q3 2021 Oct 07, 2021	BUY	$75.34 - $79.52 $707,819 - $747,090	9,395 Added 1.25%	761,469 $57.1 Million
Q2 2021 Jul 12, 2021	BUY	$73.48 - $77.31 $1.71 Million - $1.8 Million	23,305 Added 3.2%	752,074 $57.5 Million
Q1 2021 Apr 13, 2021	BUY	$70.92 - $74.68 $326,941 - $344,274	4,610 Added 0.64%	728,769 $54 Million
Q4 2020 Jan 11, 2021	BUY	$65.49 - $73.81 $988,244 - $1.11 Million	15,090 Added 2.13%	724,159 $54.1 Million
Q3 2020 Oct 09, 2020	BUY	$66.21 - $69.64 $455,326 - $478,914	6,877 Added 0.98%	709,069 $48.9 Million
Q2 2020 Jul 10, 2020	BUY	$59.53 - $68.92 $1.89 Million - $2.19 Million	31,720 Added 4.73%	702,192 $46.6 Million
Q1 2020 Apr 03, 2020	BUY	$54.87 - $75.75 $1.53 Million - $2.11 Million	27,864 Added 4.34%	670,472 $40.7 Million
Q4 2019 Jan 07, 2020	BUY	$71.94 - $75.68 $1.61 Million - $1.69 Million	22,353 Added 3.6%	642,608 $47.9 Million
Q3 2019 Oct 04, 2019	BUY	$70.31 - $73.75 $981,949 - $1.03 Million	13,966 Added 2.3%	620,255 $45.5 Million
Q2 2019 Jul 08, 2019	SELL	$70.31 - $73.27 $5.94 Million - $6.19 Million	-84,491 Reduced 12.23%	606,289 $44.4 Million
Q1 2019 Apr 05, 2019	BUY	$66.36 - $72.4 $9.15 Million - $9.99 Million	137,957 Added 24.96%	690,780 $49.7 Million
Q4 2018 Jan 17, 2019	SELL	$65.01 - $72.73 $8.31 Million - $9.29 Million	-127,772 Reduced 18.77%	552,823 $37.9 Million
Q3 2018 Oct 09, 2018	BUY	$70.42 - $73.23 $26 Million - $27 Million	369,159 Added 118.53%	680,595 $49.6 Million
Q2 2018 Jul 11, 2018	BUY	$70.89 - $74.83 $945,601 - $998,157	13,339 Added 4.47%	311,436 $22.2 Million
Q1 2018 Apr 11, 2018	BUY	$70.61 - $76.47 $364,065 - $394,279	5,156 Added 1.76%	298,097 $22 Million
Q4 2017 Jan 10, 2018	BUY	$71.02 - $73.23 $583,784 - $601,950	8,220 Added 2.89%	292,941 $21.4 Million
Q3 2017 Oct 12, 2017	BUY	$70.55 - $71.06 $20.1 Million - $20.2 Million	284,721	284,721 $20.2 Million

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# of Institutions

509

Shares Held

54.9M

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