Peterson Wealth Advisors, LLC Ishares Tr Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	$68.58 - $73.12 $209,854 - $223,747	-3,060 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$58.13 - $69.71 $177,877 - $213,312	3,060 New	3,060 $211,000
Q2 2020 Jul 20, 2020	SELL	$47.43 - $60.75 $223,490 - $286,254	-4,712 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$59.36 - $65.51 $3,739 - $4,127	63 Added 1.36%	4,712 $307,000
Q2 2019 Jul 15, 2019	BUY	$59.39 - $62.73 $5,285 - $5,582	89 Added 1.95%	4,649 $285,000
Q1 2019 Apr 16, 2019	SELL	$54.44 - $61.46 $86,069 - $97,168	-1,581 Reduced 25.74%	4,560 $284,000
Q4 2018 Jan 29, 2019	SELL	$53.06 - $64.19 $203,219 - $245,847	-3,830 Reduced 38.41%	6,141 $338,000
Q3 2018 Oct 17, 2018	SELL	$61.82 - $65.16 $80,675 - $85,033	-1,305 Reduced 11.57%	9,971 $639,000
Q2 2018 Jul 18, 2018	BUY	$62.74 - $67.79 $4,893 - $5,287	78 Added 0.7%	11,276 $715,000
Q1 2018 Apr 20, 2018	SELL	$64.18 - $70.84 $5,712 - $6,304	-89 Reduced 0.79%	11,198 $738,000
Q4 2017 Mar 19, 2018	BUY	$64.09 - $66.44 $723,383 - $749,908	11,287	11,287 $746,000

Others Institutions Holding IEFA

# of Institutions

2,000

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

Ticker IEFA
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