Strategies Wealth Advisors, LLC Ishares Tr Transaction History

Strategies Wealth Advisors, LLC

$803 Billion
Q4 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 508,555 shares of IEFA stock, worth $39.7 Million. This represents 4.72% of its overall portfolio holdings.

Number of Shares

508,555

Previous 520,704 2.33%

Holding current value

$39.7 Million

Previous $40.6 Billion 6.82%

% of portfolio

4.72%

Previous 5.43%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$70.06 - $77.43 $851,158 - $940,697	-12,149 Reduced 2.33%	508,555 $37.9 Billion
Q3 2024 Oct 07, 2024	SELL	$70.09 - $78.74 $717,931 - $806,533	-10,243 Reduced 1.93%	520,704 $40.6 Billion
Q2 2024 Jul 29, 2024	BUY	$70.77 - $76.19 $65,037 - $70,018	919 Added 0.17%	530,947 $38.6 Billion
Q1 2024 Apr 22, 2024	SELL	$68.14 - $74.43 $1.09 Million - $1.19 Million	-15,998 Reduced 2.93%	530,028 $39.3 Billion
Q4 2023 Jan 22, 2024	SELL	$61.3 - $70.47 $3.81 Million - $4.38 Million	-62,094 Reduced 10.21%	546,026 $38.4 Billion
Q3 2023 Oct 10, 2023	BUY	$64.04 - $69.58 $1.71 Million - $1.86 Million	26,759 Added 4.6%	608,120 $39.1 Billion
Q2 2023 Jul 12, 2023	BUY	$66.03 - $69.1 $1.16 Million - $1.22 Million	17,640 Added 3.13%	581,361 $39.2 Billion
Q1 2023 Jun 27, 2023	BUY	$62.17 - $67.7 $2.37 Million - $2.58 Million	38,043 Added 7.24%	563,721 $37.7 Billion
Q4 2022 Jun 27, 2023	BUY	$52.35 - $63.65 $636,261 - $773,602	12,154 Added 2.37%	525,678 $32.4 Billion
Q2 2022 Jun 27, 2023	BUY	$57.91 - $70.46 $3.36 Million - $4.09 Million	58,032 Added 12.74%	513,524 $30.2 Billion
Q1 2022 Jun 27, 2023	BUY	$63.26 - $75.48 $5.59 Million - $6.67 Million	88,412 Added 24.09%	455,492 $31.7 Billion
Q4 2021 Jun 26, 2023	BUY	$72.36 - $77.76 $26.6 Million - $28.5 Million	367,080 New	367,080 $27.4 Billion

Others Institutions Holding IEFA

# of Institutions

2,161

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Strategies Wealth Advisors, LLC Ishares Tr Transaction History