Sheets Smith Wealth Management Ishares Tr Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	SELL	$70.77 - $76.19 $26,751 - $28,799	-378 Reduced 10.27%	3,302 $239,000
Q1 2024 May 08, 2024	BUY	$68.14 - $74.43 $25,961 - $28,357	381 Added 11.55%	3,680 $273,000
Q4 2023 Feb 06, 2024	SELL	$61.3 - $70.47 $12,198 - $14,023	-199 Reduced 5.69%	3,299 $232,000
Q3 2023 Oct 23, 2023	SELL	$64.04 - $69.58 $1,344 - $1,461	-21 Reduced 0.6%	3,498 $225,000
Q2 2023 Aug 09, 2023	BUY	$66.03 - $69.1 $232,359 - $243,162	3,519 New	3,519 $237,000
Q3 2019 Oct 28, 2019	SELL	$57.44 - $62.42 $258,767 - $281,202	-4,505 Closed	0 $0
Q2 2019 Jul 12, 2019	SELL	$59.39 - $62.73 $2,375 - $2,509	-40 Reduced 0.88%	4,505 $277,000
Q1 2019 May 13, 2019	SELL	$54.44 - $61.46 $35,930 - $40,563	-660 Reduced 12.68%	4,545 $276,000
Q4 2018 Jan 11, 2019	SELL	$53.06 - $64.19 $36,346 - $43,970	-685 Reduced 11.63%	5,205 $286,000
Q3 2018 Oct 15, 2018	BUY	$61.82 - $65.16 $24,480 - $25,803	396 Added 7.21%	5,890 $377,000
Q2 2018 Jul 26, 2018	BUY	$62.74 - $67.79 $108,226 - $116,937	1,725 Added 45.77%	5,494 $348,000
Q4 2017 Jan 12, 2018	BUY	$64.09 - $66.44 $241,555 - $250,412	3,769	3,769 $249,000

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

Ticker IEFA
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