True Private Wealth Advisors Ishares Tr Transaction History

True Private Wealth Advisors

$857 Million
Q1 2024

A detailed history of True Private Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, True Private Wealth Advisors holds 99,045 shares of IEFA stock, worth $7.19 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

99,045

Previous 89,838 10.25%

Holding current value

$7.19 Million

Previous $6.32 Million 16.31%

% of portfolio

0.86%

Previous 0.81%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$68.14 - $74.43 $627,364 - $685,277	9,207 Added 10.25%	99,045 $7.35 Million
Q4 2023 Jan 30, 2024	SELL	$61.3 - $70.47 $4.65 Million - $5.34 Million	-75,793 Reduced 45.76%	89,838 $6.32 Million
Q3 2023 Nov 13, 2023	BUY	$64.04 - $69.58 $4.61 Million - $5.01 Million	71,985 Added 76.87%	165,631 $10.7 Million
Q2 2023 Aug 11, 2023	BUY	$66.03 - $69.1 $4.48 Million - $4.68 Million	67,776 Added 261.99%	93,646 $6.32 Million
Q1 2023 May 11, 2023	BUY	$62.17 - $67.7 $964,940 - $1.05 Million	15,521 Added 149.98%	25,870 $1.73 Million

Q4 2022 Feb 14, 2023	BUY	$56.86 - $63.65 $187,865 - $210,299	3,304 Added 46.9%	10,349 $637,000
Q3 2022 Nov 04, 2022	SELL	$53.51 - $63.1 $3,852 - $4,543	-72 Reduced 1.01%	7,045 $371,000
Q2 2022 Jul 28, 2022	BUY	$57.91 - $70.46 $57 - $70	1 Added 0.01%	7,117 $418,000
Q1 2022 May 09, 2022	SELL	$63.26 - $75.48 $475,019 - $566,779	-7,509 Reduced 51.34%	7,116 $470,000
Q4 2021 Feb 11, 2022	SELL	$72.36 - $77.76 $7,670 - $8,242	-106 Reduced 0.72%	14,625 $1.09 Million
Q3 2021 Nov 05, 2021	BUY	$72.98 - $78.2 $72 - $78	1 Added 0.01%	14,731 $1.09 Million
Q2 2021 Aug 10, 2021	SELL	$73.11 - $77.88 $147,389 - $157,006	-2,016 Reduced 12.04%	14,730 $1.1 Million
Q1 2021 May 12, 2021	SELL	$68.58 - $73.12 $693,823 - $739,755	-10,117 Reduced 37.66%	16,746 $1.21 Million
Q4 2020 Jan 11, 2021	SELL	$58.13 - $69.71 $1.98 Million - $2.38 Million	-34,130 Reduced 55.96%	26,863 $1.86 Million
Q3 2020 Oct 09, 2020	SELL	$57.43 - $62.28 $8.65 Million - $9.38 Million	-150,536 Reduced 71.17%	60,993 $3.68 Million
Q2 2020 Jul 07, 2020	SELL	$47.43 - $60.75 $1.22 Million - $1.57 Million	-25,809 Reduced 10.87%	211,529 $12.1 Million
Q1 2020 Apr 20, 2020	SELL	$43.31 - $66.12 $10.2 Million - $15.6 Million	-236,640 Reduced 49.93%	237,338 $11.8 Million
Q4 2019 Jan 27, 2020	BUY	$59.36 - $65.51 $6.46 Million - $7.13 Million	108,899 Added 29.83%	473,978 $30.9 Million
Q3 2019 Oct 09, 2019	SELL	$57.44 - $62.42 $457,164 - $496,800	-7,959 Reduced 2.13%	365,079 $22.3 Million
Q2 2019 Aug 01, 2019	BUY	$59.39 - $62.73 $3.45 Million - $3.65 Million	58,140 Added 18.46%	373,038 $22.9 Million
Q1 2019 Apr 25, 2019	BUY	$54.44 - $61.46 $1.98 Million - $2.24 Million	36,380 Added 13.06%	314,898 $19.1 Million
Q4 2018 Jan 14, 2019	BUY	$53.06 - $64.19 $8.77 Million - $10.6 Million	165,290 Added 145.98%	278,518 $15.3 Million
Q3 2018 Oct 18, 2018	SELL	$61.82 - $65.16 $346,501 - $365,221	-5,605 Reduced 4.72%	113,228 $0
Q2 2018 Jul 13, 2018	BUY	$62.74 - $67.79 $3.75 Million - $4.05 Million	59,748 Added 101.12%	118,833 $7.53 Million
Q1 2018 Apr 25, 2018	BUY	$64.18 - $70.84 $34,849 - $38,466	543 Added 0.93%	59,085 $3.89 Million
Q4 2017 Jan 19, 2018	SELL	$64.09 - $66.44 $87,482 - $90,690	-1,365 Reduced 2.28%	58,542 $3.87 Million
Q3 2017 Oct 27, 2017	BUY	$62.19 - $64.17 $321,584 - $331,823	5,171 Added 9.45%	59,907 $3.84 Million
Q2 2017 Aug 07, 2017	BUY	N/A	54,736	54,736 $3.33 Million

Others Institutions Holding IEFA

# of Institutions

1,887

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

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About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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True Private Wealth Advisors Ishares Tr Transaction History