One Ascent Wealth Management LLC Ishares Tr Transaction History

One Ascent Wealth Management LLC

  • $263 Million
  • Q3 2024

A detailed history of One Ascent Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 11,231 shares of IEFA stock, worth $789,426. This represents 0.33% of its overall portfolio holdings.

Number of Shares
11,231
Previous 10,740 4.57%
Holding current value
$789,426
Previous $780,000 12.44%
% of portfolio
0.33%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$70.09 - $78.74 $34,414 - $38,661
491 Added 4.57%
11,231 $877,000
Q2 2024

Jul 17, 2024
SELL
$70.77 - $76.19 $3.28 Million - $3.54 Million
-46,401 Reduced 81.2%
10,740 $780,000
Q1 2024

Apr 16, 2024
BUY
$68.14 - $74.43 $353,987 - $386,663
5,195 Added 10.0%
57,141 $4.24 Million
Q4 2023

Jan 11, 2024
BUY
$61.3 - $70.47 $3.18 Million - $3.66 Million
51,946 New
51,946 $3.65 Million

Others Institutions Holding IEFA

# of Institutions
2,003
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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