Vista Private Wealth Partners. LLC Ishares Tr Transaction History

Vista Private Wealth Partners. LLC

$276 Million
Q1 2025

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 29,072 shares of IEFA stock, worth $2.39 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

29,072

Previous 30,254 3.91%

Holding current value

$2.39 Million

Previous $2.13 Million 3.43%

% of portfolio

0.8%

Previous 0.83%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$69.57 - $78.65 $82,231 - $92,964	-1,182 Reduced 3.91%	29,072 $2.2 Million
Q4 2024 Feb 03, 2025	SELL	$70.06 - $77.43 $42,806 - $47,309	-611 Reduced 1.98%	30,254 $2.13 Million
Q2 2024 Aug 05, 2024	BUY	$70.77 - $76.19 $105,730 - $113,827	1,494 Added 5.09%	30,865 $2.24 Million
Q1 2024 May 13, 2024	SELL	$68.14 - $74.43 $213,414 - $233,114	-3,132 Reduced 9.64%	29,371 $2.18 Million
Q4 2023 Feb 13, 2024	SELL	$61.3 - $70.47 $146,874 - $168,846	-2,396 Reduced 6.87%	32,503 $2.29 Million
Q3 2023 Oct 10, 2023	SELL	$64.04 - $69.58 $25,423 - $27,623	-397 Reduced 1.12%	34,899 $2.25 Million
Q2 2023 Jul 17, 2023	BUY	$66.03 - $69.1 $40,476 - $42,358	613 Added 1.77%	35,296 $2.38 Million
Q1 2023 May 09, 2023	SELL	$62.17 - $67.7 $358,161 - $390,019	-5,761 Reduced 14.24%	34,683 $2.32 Million
Q4 2022 Jan 12, 2023	BUY	$52.35 - $63.65 $1 Million - $1.22 Million	19,135 Added 89.8%	40,444 $0
Q3 2022 Oct 13, 2022	BUY	$52.32 - $63.1 $875,575 - $1.06 Million	16,735 Added 365.87%	21,309 $1.15 Million
Q2 2022 Jul 13, 2022	SELL	$57.91 - $70.46 $20,384 - $24,801	-352 Reduced 7.15%	4,574 $267,000
Q1 2022 Apr 13, 2022	BUY	$63.26 - $75.48 $253 - $301	4 Added 0.08%	4,926 $346,000
Q4 2021 Jan 19, 2022	SELL	$72.36 - $77.76 $53,908 - $57,931	-745 Reduced 13.15%	4,922 $369,000
Q3 2021 Oct 13, 2021	BUY	$72.98 - $78.2 $33,716 - $36,128	462 Added 8.88%	5,667 $421,000
Q2 2021 Jul 14, 2021	SELL	$73.11 - $77.88 $203,245 - $216,506	-2,780 Reduced 34.82%	5,205 $390,000
Q1 2021 Apr 14, 2021	BUY	$68.58 - $73.12 $18,928 - $20,181	276 Added 3.58%	7,985 $481,000
Q4 2020 Jan 20, 2021	SELL	$58.13 - $69.71 $16,043 - $19,239	-276 Reduced 3.46%	7,709 $536,000
Q3 2020 Dec 22, 2020	SELL	$57.43 - $62.28 $9,533 - $10,338	-166 Reduced 2.04%	7,985 $481,000
Q2 2020 Jul 15, 2020	BUY	$47.43 - $60.75 $386,601 - $495,173	8,151 New	8,151 $466,000
Q4 2019 Jan 08, 2020	SELL	$59.36 - $65.51 $59,953 - $66,165	-1,010 Closed	0 $0
Q3 2019 Oct 16, 2019	BUY	$57.44 - $62.42 $58,014 - $63,044	1,010 New	1,010 $61,000

Others Institutions Holding IEFA

# of Institutions

2,252

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
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Vista Private Wealth Partners. LLC Ishares Tr Transaction History