Talisman Wealth Advisors LLC Ishares Tr Transaction History

Talisman Wealth Advisors LLC

$97.5 Million
Q1 2025

A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 8,870 shares of IEFA stock, worth $732,307. This represents 0.69% of its overall portfolio holdings.

Number of Shares

8,870

Previous 9,784 9.34%

Holding current value

$732,307

Previous $763,000 12.06%

% of portfolio

0.69%

Previous 0.79%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$69.57 - $78.65 $63,586 - $71,886	-914 Reduced 9.34%	8,870 $671,000
Q3 2024 Nov 14, 2024	SELL	$70.09 - $78.74 $41,633 - $46,771	-594 Reduced 5.72%	9,784 $763,000
Q2 2024 Aug 14, 2024	SELL	$70.77 - $76.19 $8,846 - $9,523	-125 Reduced 1.19%	10,378 $753,000
Q1 2024 May 15, 2024	SELL	$68.14 - $74.43 $1,090 - $1,190	-16 Reduced 0.15%	10,503 $779,000
Q4 2023 Feb 13, 2024	SELL	$61.3 - $70.47 $26,910 - $30,936	-439 Reduced 4.01%	10,519 $740,000
Q3 2023 Nov 13, 2023	SELL	$64.04 - $69.58 $58,276 - $63,317	-910 Reduced 7.67%	10,958 $705,000
Q2 2023 Aug 10, 2023	SELL	$66.03 - $69.1 $16,573 - $17,344	-251 Reduced 2.07%	11,868 $801,000
Q1 2023 May 11, 2023	SELL	$62.17 - $67.7 $11,439 - $12,456	-184 Reduced 1.5%	12,119 $810,000
Q4 2022 Feb 15, 2023	BUY	$52.35 - $63.65 $644,062 - $783,085	12,303 New	12,303 $758,000

Others Institutions Holding IEFA

# of Institutions

2,256

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Talisman Wealth Advisors LLC Ishares Tr Transaction History