River Wealth Advisors LLC Ishares Tr Transaction History

River Wealth Advisors LLC

$740 Million
Q3 2024

A detailed history of River Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, River Wealth Advisors LLC holds 5,929 shares of IEFA stock, worth $416,749. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,929

Previous 3,175 86.74%

Holding current value

$416,749

Previous $230,000 100.87%

% of portfolio

0.06%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $193,027 - $216,849	2,754 Added 86.74%	5,929 $462,000
Q2 2024 Aug 13, 2024	SELL	$70.77 - $76.19 $33,191 - $35,733	-469 Reduced 12.87%	3,175 $230,000
Q1 2024 May 14, 2024	SELL	$68.14 - $74.43 $85,038 - $92,888	-1,248 Reduced 25.51%	3,644 $270,000
Q4 2023 Feb 13, 2024	SELL	$61.3 - $70.47 $37,270 - $42,845	-608 Reduced 11.05%	4,892 $344,000
Q3 2023 Nov 13, 2023	BUY	$64.04 - $69.58 $120,779 - $131,227	1,886 Added 52.19%	5,500 $353,000
Q2 2023 Aug 09, 2023	BUY	$66.03 - $69.1 $238,632 - $249,727	3,614 New	3,614 $243,000
Q2 2022 Aug 10, 2022	SELL	$57.91 - $70.46 $3,011 - $3,663	-52 Reduced 1.17%	4,389 $258,000
Q1 2022 May 09, 2022	SELL	$63.26 - $75.48 $1,265 - $1,509	-20 Reduced 0.45%	4,441 $309,000
Q4 2021 Feb 11, 2022	SELL	$72.36 - $77.76 $9,913 - $10,653	-137 Reduced 2.98%	4,461 $333,000
Q3 2021 Nov 12, 2021	SELL	$72.98 - $78.2 $12,917 - $13,841	-177 Reduced 3.71%	4,598 $341,000
Q2 2021 Aug 06, 2021	BUY	$73.11 - $77.88 $6,872 - $7,320	94 Added 2.01%	4,775 $357,000
Q1 2021 May 11, 2021	SELL	$68.58 - $73.12 $14,333 - $15,282	-209 Reduced 4.27%	4,681 $337,000
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $37,726 - $45,241	649 Added 15.3%	4,890 $338,000
Q3 2020 Nov 10, 2020	BUY	$57.43 - $62.28 $243,560 - $264,129	4,241 New	4,241 $256,000
Q1 2020 May 05, 2020	SELL	$43.31 - $66.12 $280,475 - $428,193	-6,476 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$59.36 - $65.51 $14,305 - $15,787	241 Added 3.87%	6,476 $422,000
Q3 2019 Oct 29, 2019	BUY	$57.44 - $62.42 $35,842 - $38,950	624 Added 11.12%	6,235 $381,000
Q2 2019 Jul 30, 2019	BUY	$59.39 - $62.73 $17,995 - $19,007	303 Added 5.71%	5,611 $345,000
Q1 2019 May 07, 2019	SELL	$54.44 - $61.46 $13,718 - $15,487	-252 Reduced 4.53%	5,308 $323,000
Q4 2018 Jan 25, 2019	SELL	$53.06 - $64.19 $115,299 - $139,484	-2,173 Reduced 28.1%	5,560 $306,000
Q3 2018 Nov 09, 2018	BUY	$61.82 - $65.16 $75,173 - $79,234	1,216 Added 18.66%	7,733 $496,000
Q2 2018 Aug 13, 2018	BUY	$62.74 - $67.79 $26,601 - $28,742	424 Added 6.96%	6,517 $413,000
Q1 2018 May 02, 2018	BUY	$64.18 - $70.84 $174,312 - $192,401	2,716 Added 80.43%	6,093 $401,000
Q4 2017 Feb 09, 2018	BUY	$64.09 - $66.44 $216,431 - $224,367	3,377	3,377 $223,000

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
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River Wealth Advisors LLC Ishares Tr Transaction History