Seven Springs Wealth Group, LLC Ishares Tr Transaction History

Seven Springs Wealth Group, LLC

$249 Million
Q2 2024

A detailed history of Seven Springs Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 11,843 shares of IEFA stock, worth $910,489. This represents 0.34% of its overall portfolio holdings.

Number of Shares

11,843

Previous 11,905 0.52%

Holding current value

$910,489

Previous $883,000 2.6%

% of portfolio

0.34%

Previous 0.35%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$70.77 - $76.19 $4,387 - $4,723	-62 Reduced 0.52%	11,843 $860,000
Q1 2024 May 07, 2024	BUY	$68.14 - $74.43 $4,224 - $4,614	62 Added 0.52%	11,905 $883,000
Q3 2023 Nov 08, 2023	SELL	$64.04 - $69.58 $11,911 - $12,941	-186 Reduced 1.55%	11,843 $762,000
Q2 2023 Jul 31, 2023	SELL	$66.03 - $69.1 $2,443 - $2,556	-37 Reduced 0.31%	12,029 $811,000
Q4 2022 Feb 08, 2023	SELL	$52.35 - $63.65 $17,223 - $20,940	-329 Reduced 2.65%	12,066 $743,000
Q3 2022 Oct 21, 2022	SELL	$52.32 - $63.1 $75,864 - $91,495	-1,450 Reduced 10.47%	12,395 $653,000
Q2 2022 Jul 27, 2022	SELL	$57.91 - $70.46 $201,295 - $244,918	-3,476 Reduced 20.07%	13,845 $815,000
Q1 2022 May 09, 2022	SELL	$63.26 - $75.48 $2.87 Million - $3.43 Million	-45,432 Reduced 72.4%	17,321 $1.2 Million
Q4 2021 Feb 04, 2022	BUY	$72.36 - $77.76 $86,180 - $92,612	1,191 Added 1.93%	62,753 $4.68 Million
Q3 2021 Oct 21, 2021	BUY	$72.98 - $78.2 $39,701 - $42,540	544 Added 0.89%	61,562 $4.57 Million
Q2 2021 Jul 27, 2021	BUY	$73.11 - $77.88 $373,518 - $397,888	5,109 Added 9.14%	61,018 $4.57 Million
Q1 2021 May 07, 2021	BUY	$68.58 - $73.12 $439,872 - $468,991	6,414 Added 12.96%	55,909 $4.03 Million
Q4 2020 Feb 01, 2021	SELL	$58.13 - $69.71 $118,933 - $142,626	-2,046 Reduced 3.97%	49,495 $3.42 Million
Q3 2020 Oct 19, 2020	SELL	$57.43 - $62.28 $2.15 Million - $2.33 Million	-37,487 Reduced 42.11%	51,541 $3.11 Million
Q2 2020 Aug 03, 2020	BUY	$47.43 - $60.75 $23,145 - $29,646	488 Added 0.55%	89,028 $5.09 Million
Q1 2020 Apr 20, 2020	SELL	$43.31 - $66.12 $3.55 Million - $5.43 Million	-82,055 Reduced 48.1%	88,540 $4.42 Million
Q4 2019 Feb 21, 2020	BUY	$59.36 - $65.51 $10.1 Million - $11.2 Million	170,595 New	170,595 $11.1 Million

Others Institutions Holding IEFA

# of Institutions

1,941

Shares Held

1.42B

Call Options Held

142K

Put Options Held

534K

View Full List

About ISHARES TR

Ticker IEFA
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Seven Springs Wealth Group, LLC Ishares Tr Transaction History