Peterson Wealth Services Ishares Tr Transaction History

Peterson Wealth Services

$313 Million
Q3 2024

A detailed history of Peterson Wealth Services transactions in Ishares Tr stock. As of the latest transaction made, Peterson Wealth Services holds 13,354 shares of IEFA stock, worth $938,652. This represents 0.33% of its overall portfolio holdings.

Number of Shares

13,354

Previous 13,289 0.49%

Holding current value

$938,652

Previous $965,000 7.98%

% of portfolio

0.33%

Previous 0.34%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$70.09 - $78.74 $4,555 - $5,118	65 Added 0.49%	13,354 $1.04 Million
Q2 2024 Jul 30, 2024	SELL	$70.77 - $76.19 $119,388 - $128,532	-1,687 Reduced 11.26%	13,289 $965,000
Q1 2024 May 01, 2024	SELL	$68.14 - $74.43 $119,721 - $130,773	-1,757 Reduced 10.5%	14,976 $1.11 Million
Q4 2023 Jan 31, 2024	BUY	$61.3 - $70.47 $1.03 Million - $1.18 Million	16,733 New	16,733 $1.18 Million
Q2 2023 Jul 13, 2023	BUY	$66.03 - $69.1 $83,461 - $87,342	1,264 Added 8.03%	17,000 $1.15 Million
Q1 2023 Apr 06, 2023	BUY	$62.17 - $67.7 $50,295 - $54,769	809 Added 5.42%	15,736 $1.05 Million
Q4 2022 Jan 20, 2023	BUY	$52.35 - $63.65 $231,701 - $281,714	4,426 Added 42.15%	14,927 $0
Q3 2022 Nov 09, 2022	BUY	$52.32 - $63.1 $33,223 - $40,068	635 Added 6.44%	10,501 $553,000
Q2 2022 Jul 11, 2022	BUY	$57.91 - $70.46 $90,397 - $109,988	1,561 Added 18.8%	9,866 $581,000
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $49,848 - $59,478	788 Added 10.48%	8,305 $577,000
Q4 2021 Jan 31, 2022	BUY	$72.36 - $77.76 $543,930 - $584,521	7,517 New	7,517 $561,000

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

Ticker IEFA
Sector ETFs
Industry ETFs

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Peterson Wealth Services Ishares Tr Transaction History