Private Wealth Advisors, LLC Ishares Tr Transaction History

Private Wealth Advisors, LLC

$256 Million
Q3 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 10,338 shares of IEFA stock, worth $742,888. This represents 0.31% of its overall portfolio holdings.

Number of Shares

10,338

Previous 10,339 0.01%

Holding current value

$742,888

Previous $751,000 7.32%

% of portfolio

0.31%

Previous 0.3%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$70.09 - $78.74 $70 - $78	-1 Reduced 0.01%	10,338 $806,000
Q2 2024 Jul 23, 2024	BUY	$70.77 - $76.19 $6,581 - $7,085	93 Added 0.91%	10,339 $751,000
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	$52.35 - $63.65 $3,402 - $4,137	65 Added 0.41%	15,869 $978,000
Q3 2022 Nov 14, 2022	SELL	$52.32 - $63.1 $8,946 - $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

1,997

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Private Wealth Advisors, LLC Ishares Tr Transaction History