Tci Wealth Advisors, Inc. Ishares Tr Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 5,693 shares of IEFA stock, worth $406,081. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,693

Previous 5,566 2.28%

Holding current value

$406,081

Previous $404,000 9.9%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$70.09 - $78.74 $8,901 - $9,999	127 Added 2.28%	5,693 $444,000
Q2 2024 Jul 30, 2024	BUY	$70.77 - $76.19 $393,905 - $424,073	5,566 New	5,566 $404,000
Q1 2023 May 03, 2023	SELL	$62.17 - $67.7 $3,232 - $3,520	-52 Reduced 44.44%	65 $4,000
Q4 2022 Feb 06, 2023	SELL	$52.35 - $63.65 $11,674 - $14,193	-223 Reduced 65.59%	117 $7,000
Q3 2022 Nov 08, 2022	BUY	$52.32 - $63.1 $14,388 - $17,352	275 Added 423.08%	340 $18,000
Q1 2022 Apr 29, 2022	SELL	$63.26 - $75.48 $55,858 - $66,648	-883 Reduced 93.14%	65 $5,000
Q4 2021 Jan 24, 2022	SELL	$72.36 - $77.76 $11,505 - $12,363	-159 Reduced 14.36%	948 $71,000
Q3 2021 Oct 29, 2021	BUY	$72.98 - $78.2 $55,026 - $58,962	754 Added 213.6%	1,107 $82,000
Q2 2021 Aug 02, 2021	BUY	$73.11 - $77.88 $17,619 - $18,769	241 Added 215.18%	353 $26,000
Q2 2020 Jul 20, 2020	SELL	$47.43 - $60.75 $2,988 - $3,827	-63 Reduced 36.0%	112 $6,000
Q1 2020 Apr 14, 2020	BUY	$43.31 - $66.12 $2,035 - $3,107	47 Added 36.72%	175 $9,000
Q4 2019 Jan 27, 2020	BUY	$59.36 - $65.51 $7,598 - $8,385	128 New	128 $8,000
Q3 2019 Oct 17, 2019	SELL	$57.44 - $62.42 $3,101 - $3,370	-54 Closed	0 $0
Q2 2019 Jul 23, 2019	SELL	$59.39 - $62.73 $712 - $752	-12 Reduced 18.18%	54 $3,000
Q1 2019 Apr 11, 2019	SELL	$54.44 - $61.46 $11,704 - $13,213	-215 Reduced 76.51%	66 $4,000
Q4 2018 Jan 17, 2019	BUY	$53.06 - $64.19 $14,909 - $18,037	281 New	281 $15,000
Q1 2018 Apr 30, 2018	SELL	$64.18 - $70.84 $34,400 - $37,970	-536 Closed	0 $0
Q4 2017 Feb 01, 2018	BUY	$64.09 - $66.44 $34,352 - $35,611	536	536 $35,000

Others Institutions Holding IEFA

# of Institutions

2,002

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

More about IEFA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Ishares Tr Transaction History