Strategic Wealth Advisors Group, LLC Ishares Tr Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 39,996 shares of IEFA stock, worth $3.13 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

39,996

Previous 62,356 35.86%

Holding current value

$3.13 Million

Previous $3.66 Million 42.49%

% of portfolio

0.09%

Previous 0.15%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$52.32 - $63.1 $1.17 Million - $1.41 Million	-22,360 Reduced 35.86%	39,996 $2.11 Million
Q2 2022 Aug 12, 2022	BUY	$57.91 - $70.46 $177,957 - $216,523	3,073 Added 5.18%	62,356 $3.66 Million
Q1 2022 May 10, 2022	BUY	$63.26 - $75.48 $451,360 - $538,549	7,135 Added 13.68%	59,283 $4.23 Million
Q4 2021 Feb 16, 2022	SELL	$72.36 - $77.76 $209,337 - $224,959	-2,893 Reduced 5.26%	52,148 $3.91 Million
Q3 2021 Nov 17, 2021	BUY	$72.98 - $78.2 $127,496 - $136,615	1,747 Added 3.28%	55,041 $4.1 Million
Q2 2021 Aug 10, 2021	BUY	$73.11 - $77.88 $280,157 - $298,436	3,832 Added 7.75%	53,294 $3.99 Million
Q1 2021 May 07, 2021	SELL	$68.58 - $73.12 $462,366 - $492,975	-6,742 Reduced 12.0%	49,462 $3.56 Million
Q4 2020 Feb 12, 2021	SELL	$58.13 - $69.71 $205,838 - $246,843	-3,541 Reduced 5.93%	56,204 $3.88 Million
Q3 2020 Nov 30, 2020	BUY	$57.43 - $62.28 $198,880 - $215,675	3,463 Added 6.15%	59,745 $3.6 Million
Q2 2020 Aug 03, 2020	SELL	$47.43 - $60.75 $1.99 Million - $2.55 Million	-42,048 Reduced 42.76%	56,282 $3.23 Million
Q1 2020 May 05, 2020	BUY	$43.31 - $66.12 $635,530 - $970,244	14,674 Added 17.54%	98,330 $4.79 Million
Q4 2019 Feb 10, 2020	BUY	$59.36 - $65.51 $191,436 - $211,269	3,225 Added 4.01%	83,656 $5.48 Million
Q3 2019 Nov 04, 2019	SELL	$57.44 - $62.42 $465,551 - $505,914	-8,105 Reduced 9.15%	80,431 $4.89 Million
Q2 2019 Aug 13, 2019	BUY	$59.39 - $62.73 $282,399 - $298,281	4,755 Added 5.68%	88,536 $5.46 Million
Q1 2019 May 02, 2019	SELL	$54.44 - $61.46 $2.96 Million - $3.34 Million	-54,364 Reduced 39.35%	83,781 $0
Q4 2018 Feb 12, 2019	BUY	$53.06 - $64.19 $7.33 Million - $8.87 Million	138,145 New	138,145 $7.85 Million
Q3 2018 Nov 07, 2018	SELL	$61.82 - $65.16 $19.6 Million - $20.7 Million	-317,166 Closed	0 $0
Q2 2018 Sep 17, 2018	BUY	$62.74 - $67.79 $298,830 - $322,883	4,763 Added 1.52%	317,166 $20.1 Million
Q1 2018 May 08, 2018	BUY	$64.18 - $70.84 $682,554 - $753,383	10,635 Added 3.52%	312,403 $20.6 Million
Q4 2017 Mar 08, 2018	SELL	$64.09 - $66.44 $2.28 Million - $2.37 Million	-35,624 Reduced 10.56%	301,768 $19.9 Million
Q3 2017 Nov 07, 2017	BUY	$62.19 - $64.17 $9.27 Million - $9.57 Million	149,126 Added 79.21%	337,392 $21.7 Million
Q2 2017 Aug 16, 2017	BUY	N/A	188,266	188,266 $11.5 Million

Others Institutions Holding IEFA

# of Institutions

1,940

Shares Held

1.42B

Call Options Held

142K

Put Options Held

534K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Account

Strategic Wealth Advisors Group, LLC Ishares Tr Transaction History