O'Brien Wealth Partners LLC Ishares Tr Transaction History

O'Brien Wealth Partners LLC

$419 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 08, 2019	SELL	$59.39 - $62.73 $374,750 - $395,826	-6,310 Closed	0 $0
Q1 2019 Apr 05, 2019	SELL	$54.44 - $61.46 $26,893 - $30,361	-494 Reduced 7.26%	6,310 $383,000
Q4 2018 Jan 17, 2019	BUY	$53.06 - $64.19 $13,477 - $16,304	254 Added 3.88%	6,804 $390,000
Q3 2018 Oct 09, 2018	SELL	$61.82 - $65.16 $1,607 - $1,694	-26 Reduced 0.4%	6,550 $420,000
Q2 2018 Jul 11, 2018	SELL	$62.74 - $67.79 $26,162 - $28,268	-417 Reduced 5.96%	6,576 $417,000
Q1 2018 Apr 11, 2018	SELL	$64.18 - $70.84 $4,749 - $5,242	-74 Reduced 1.05%	6,993 $461,000
Q4 2017 Jan 10, 2018	BUY	$64.09 - $66.44 $2,563 - $2,657	40 Added 0.57%	7,067 $467,000
Q3 2017 Oct 12, 2017	BUY	$62.19 - $64.17 $437,009 - $450,922	7,027	7,027 $451,000

Others Institutions Holding IEFA

# of Institutions

1,940

Shares Held

1.42B

Call Options Held

142K

Put Options Held

534K

About ISHARES TR

Ticker IEFA
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