Pb Mares Wealth Management LLC Ishares Tr Transaction History

Pb Mares Wealth Management LLC

$483 Million
Q4 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 4,651 shares of IEFA stock, worth $351,708. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,651

Previous 4,057 14.64%

Holding current value

$351,708

Previous $316,000 3.16%

% of portfolio

0.07%

Previous 0.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$70.06 - $77.43 $41,615 - $45,993	594 Added 14.64%	4,651 $326,000
Q3 2024 Oct 25, 2024	BUY	$70.09 - $78.74 $14,438 - $16,220	206 Added 5.35%	4,057 $316,000
Q2 2024 Jul 22, 2024	BUY	$70.77 - $76.19 $920 - $990	13 Added 0.34%	3,851 $279,000
Q1 2024 Apr 29, 2024	SELL	$68.14 - $74.43 $24,666 - $26,943	-362 Reduced 8.62%	3,838 $284,000
Q4 2023 Jan 26, 2024	BUY	$61.3 - $70.47 $19,064 - $21,916	311 Added 8.0%	4,200 $295,000
Q3 2023 Oct 26, 2023	BUY	$64.04 - $69.58 $2,049 - $2,226	32 Added 0.83%	3,889 $250,000
Q2 2023 Jul 24, 2023	SELL	$66.03 - $69.1 $3,499 - $3,662	-53 Reduced 1.36%	3,857 $260,000
Q1 2023 Apr 27, 2023	SELL	$62.17 - $67.7 $55,766 - $60,726	-897 Reduced 18.66%	3,910 $261,000
Q4 2022 Jan 31, 2023	SELL	$52.35 - $63.65 $59,731 - $72,624	-1,141 Reduced 19.18%	4,807 $296,000
Q3 2022 Oct 25, 2022	SELL	$52.32 - $63.1 $680 - $820	-13 Reduced 0.22%	5,948 $313,000
Q2 2022 Jul 21, 2022	SELL	$57.91 - $70.46 $23,048 - $28,043	-398 Reduced 6.26%	5,961 $351,000
Q1 2022 Apr 26, 2022	BUY	$63.26 - $75.48 $2,593 - $3,094	41 Added 0.65%	6,359 $442,000
Q4 2021 Feb 02, 2022	SELL	$72.36 - $77.76 $154,126 - $165,628	-2,130 Reduced 25.21%	6,318 $472,000
Q3 2021 Nov 02, 2021	BUY	$72.98 - $78.2 $117,132 - $125,511	1,605 Added 23.45%	8,448 $627,000
Q2 2021 Jul 13, 2021	BUY	$73.11 - $77.88 $55,782 - $59,422	763 Added 12.55%	6,843 $512,000
Q1 2021 Apr 15, 2021	BUY	$68.58 - $73.12 $480 - $511	7 Added 0.12%	6,080 $438,000
Q4 2020 Jan 25, 2021	BUY	$58.13 - $69.71 $49,584 - $59,462	853 Added 16.34%	6,073 $420,000
Q3 2020 Oct 21, 2020	BUY	$57.43 - $62.28 $21,191 - $22,981	369 Added 7.61%	5,220 $315,000
Q2 2020 Jul 14, 2020	SELL	$47.43 - $60.75 $63,081 - $80,797	-1,330 Reduced 21.52%	4,851 $277,000
Q1 2020 Apr 17, 2020	SELL	$43.31 - $66.12 $57,342 - $87,542	-1,324 Reduced 17.64%	6,181 $308,000
Q4 2019 Feb 04, 2020	BUY	$59.36 - $65.51 $445,496 - $491,652	7,505 New	7,505 $490,000

Others Institutions Holding IEFA

# of Institutions

2,149

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Pb Mares Wealth Management LLC Ishares Tr Transaction History