Sound Financial Strategies Group, LLC Ishares Tr Transaction History

Sound Financial Strategies Group, LLC

$114 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$70.77 - $76.19 $9,058 - $9,752	128 New	128 $9,000
Q3 2023 Nov 06, 2023	SELL	$64.04 - $69.58 $1,536 - $1,669	-24 Reduced 1.64%	1,442 $92,000
Q2 2023 Aug 07, 2023	SELL	$66.03 - $69.1 $5,612 - $5,873	-85 Reduced 5.48%	1,466 $98,000
Q1 2023 May 02, 2023	SELL	$62.17 - $67.7 $10,320 - $11,238	-166 Reduced 9.67%	1,551 $103,000
Q4 2022 Jan 30, 2023	SELL	$52.35 - $63.65 $15,600 - $18,967	-298 Reduced 14.79%	1,717 $105,000
Q3 2022 Nov 09, 2022	BUY	$52.32 - $63.1 $6,592 - $7,950	126 Added 6.67%	2,015 $106,000
Q2 2022 Jul 25, 2022	SELL	$57.91 - $70.46 $2,200 - $2,677	-38 Reduced 1.97%	1,889 $111,000
Q1 2022 May 05, 2022	SELL	$63.26 - $75.48 $42,953 - $51,250	-679 Reduced 26.06%	1,927 $134,000
Q4 2021 Feb 03, 2022	SELL	$72.36 - $77.76 $12,952 - $13,919	-179 Reduced 6.43%	2,606 $195,000
Q3 2021 Nov 03, 2021	SELL	$72.98 - $78.2 $8.94 Million - $9.58 Million	-122,547 Reduced 97.78%	2,785 $207,000
Q2 2021 Jul 30, 2021	BUY	$73.11 - $77.88 $8.68 Million - $9.24 Million	118,682 Added 1784.69%	125,332 $9.38 Million
Q1 2021 May 07, 2021	BUY	$68.58 - $73.12 $152,933 - $163,057	2,230 Added 50.45%	6,650 $479,000
Q4 2020 Jan 22, 2021	SELL	$58.13 - $69.71 $1.11 Million - $1.33 Million	-19,095 Reduced 81.2%	4,420 $305,000
Q3 2020 Oct 19, 2020	SELL	$57.43 - $62.28 $7,695 - $8,345	-134 Reduced 0.57%	23,515 $1.42 Million
Q2 2020 Jul 17, 2020	BUY	$47.43 - $60.75 $10,055 - $12,879	212 Added 0.9%	23,649 $1.35 Million
Q1 2020 May 08, 2020	SELL	$43.31 - $66.12 $16,587 - $25,323	-383 Reduced 1.61%	23,437 $1.17 Million
Q4 2019 Feb 14, 2020	BUY	$59.36 - $65.51 $1.41 Million - $1.56 Million	23,820 New	23,820 $1.55 Million

Others Institutions Holding IEFA

# of Institutions

2,000

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

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