Shelton Wealth Management, LLC Ishares Tr Transaction History

Shelton Wealth Management, LLC

$180 Million
Q3 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 22,500 shares of IEFA stock, worth $1.59 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

22,500

Previous 25,450 11.59%

Holding current value

$1.59 Million

Previous $1.85 Million 4.98%

% of portfolio

0.98%

Previous 1.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$70.09 - $78.74 $206,765 - $232,282	-2,950 Reduced 11.59%	22,500 $1.76 Million
Q2 2024 Jul 23, 2024	SELL	$70.77 - $76.19 $280,390 - $301,864	-3,962 Reduced 13.47%	25,450 $1.85 Million
Q1 2024 May 14, 2024	SELL	$68.14 - $74.43 $233,992 - $255,592	-3,434 Reduced 10.45%	29,412 $2.18 Million
Q4 2023 Feb 14, 2024	SELL	$61.3 - $70.47 $584,495 - $671,931	-9,535 Reduced 22.5%	32,846 $2.31 Million
Q3 2023 Nov 01, 2023	BUY	$64.04 - $69.58 $200,381 - $217,715	3,129 Added 7.97%	42,381 $2.73 Million
Q2 2023 Aug 01, 2023	SELL	$66.03 - $69.1 $99,903 - $104,548	-1,513 Reduced 3.71%	39,252 $2.65 Million
Q1 2023 May 08, 2023	BUY	$62.17 - $67.7 $1.31 Million - $1.42 Million	21,036 Added 106.62%	40,765 $2.73 Million
Q4 2022 Feb 09, 2023	SELL	$52.35 - $63.65 $1.36 Million - $1.66 Million	-26,063 Reduced 56.92%	19,729 $1.22 Million
Q3 2022 Nov 08, 2022	BUY	$52.32 - $63.1 $3,924 - $4,732	75 Added 0.16%	45,792 $2.41 Million
Q2 2022 Jul 28, 2022	BUY	$57.91 - $70.46 $68,507 - $83,354	1,183 Added 2.66%	45,717 $2.69 Million
Q1 2022 May 10, 2022	BUY	$63.26 - $75.48 $877,732 - $1.05 Million	13,875 Added 45.26%	44,534 $3.1 Million
Q4 2021 Jan 26, 2022	BUY	$72.36 - $77.76 $2.22 Million - $2.38 Million	30,659 New	30,659 $2.29 Million

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
Sector ETFs
Industry ETFs

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Shelton Wealth Management, LLC Ishares Tr Transaction History