Private Wealth Advisors, LLC Ishares Tr Transaction History

Private Wealth Advisors, LLC

$235 Million
Q1 2024

A detailed history of Private Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 10,246 shares of IEFA stock, worth $757,999. This represents 0.32% of its overall portfolio holdings.

Number of Shares

10,246

Previous 11,226 8.73%

Holding current value

$757,999

Previous $789,000 3.68%

% of portfolio

0.32%

Previous 0.32%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$68.14 - $74.43 $66,777 - $72,941	-980 Reduced 8.73%	10,246 $760,000
Q4 2023 Jan 23, 2024	SELL	$61.3 - $70.47 $298,285 - $342,907	-4,866 Reduced 30.24%	11,226 $789,000
Q2 2023 Jul 20, 2023	BUY	$66.03 - $69.1 $14,724 - $15,409	223 Added 1.41%	16,092 $1.09 Million
Q4 2022 Feb 13, 2023	BUY	$56.86 - $63.65 $3,695 - $4,137	65 Added 0.41%	15,869 $978,000
Q3 2022 Nov 14, 2022	SELL	$53.51 - $63.1 $9,150 - $10,790	-171 Reduced 1.07%	15,804 $832,000

Q2 2022 Aug 15, 2022	BUY	$57.91 - $70.46 $10,076 - $12,260	174 Added 1.1%	15,975 $1 Million
Q1 2022 May 17, 2022	SELL	$63.26 - $75.48 $5,250 - $6,264	-83 Reduced 0.52%	15,801 $1.1 Million
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $8,900 - $9,564	123 Added 0.78%	15,884 $1.19 Million
Q3 2021 Dec 03, 2021	SELL	$72.98 - $78.2 $1,970 - $2,111	-27 Reduced 0.17%	15,761 $1.15 Million
Q2 2021 Jul 29, 2021	BUY	$73.11 - $77.88 $9,065 - $9,657	124 Added 0.79%	15,788 $1.18 Million
Q4 2020 Feb 11, 2021	BUY	$58.13 - $69.71 $5,929 - $7,110	102 Added 0.66%	15,664 $1.11 Million
Q2 2020 Aug 13, 2020	BUY	$47.43 - $60.75 $11,904 - $15,248	251 Added 1.64%	15,562 $890,000
Q1 2020 May 14, 2020	SELL	$43.31 - $66.12 $52,794 - $80,600	-1,219 Reduced 7.37%	15,311 $764,000
Q4 2019 Feb 12, 2020	SELL	$59.36 - $65.51 $94,738 - $104,553	-1,596 Reduced 8.81%	16,530 $1.08 Million
Q4 2019 Jan 31, 2020	BUY	$59.36 - $65.51 $37,040 - $40,878	624 Added 3.57%	18,126 $997,000
Q3 2019 Nov 22, 2019	SELL	$57.44 - $62.42 $44,343 - $48,188	-772 Reduced 4.22%	17,502 $1.07 Million
Q1 2019 Nov 22, 2019	BUY	$54.44 - $61.46 $8,057 - $9,096	148 Added 0.82%	18,274 $1.11 Million
Q4 2018 Feb 03, 2020	BUY	$53.06 - $64.19 $961,765 - $1.16 Million	18,126 New	18,126 $997,000

Others Institutions Holding IEFA

# of Institutions

1,894

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Advisors, LLC with notifications on news.

Account

Private Wealth Advisors, LLC Ishares Tr Transaction History