Vista Wealth Management Group, LLC Ishares Tr Transaction History

Vista Wealth Management Group, LLC

$1.32 Billion
Q2 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 10,793 shares of IEFA stock, worth $833,111. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,793

Previous 11,101 2.77%

Holding current value

$833,111

Previous $823,000 4.74%

% of portfolio

0.06%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$70.77 - $76.19 $21,797 - $23,466	-308 Reduced 2.77%	10,793 $784,000
Q1 2024 Apr 29, 2024	SELL	$68.14 - $74.43 $28,891 - $31,558	-424 Reduced 3.68%	11,101 $823,000
Q4 2023 Feb 12, 2024	SELL	$61.3 - $70.47 $9,133 - $10,500	-149 Reduced 1.28%	11,525 $810,000
Q3 2023 Nov 14, 2023	SELL	$64.04 - $69.58 $15,177 - $16,490	-237 Reduced 1.99%	11,674 $751,000
Q2 2023 Aug 02, 2023	BUY	$66.03 - $69.1 $1,914 - $2,003	29 Added 0.24%	11,911 $803,000
Q1 2023 May 04, 2023	BUY	$62.17 - $67.7 $268,698 - $292,599	4,322 Added 57.17%	11,882 $794,000
Q4 2022 Feb 07, 2023	BUY	$52.35 - $63.65 $58,736 - $71,415	1,122 Added 17.43%	7,560 $465,000
Q3 2022 Oct 25, 2022	SELL	$52.32 - $63.1 $138,491 - $167,025	-2,647 Reduced 29.14%	6,438 $350,000
Q2 2022 Jul 14, 2022	BUY	$57.91 - $70.46 $48,702 - $59,256	841 Added 10.2%	9,085 $525,000
Q1 2022 May 04, 2022	SELL	$63.26 - $75.48 $7,211 - $8,604	-114 Reduced 1.36%	8,244 $573,000
Q4 2021 Jan 19, 2022	BUY	$72.36 - $77.76 $14,833 - $15,940	205 Added 2.51%	8,358 $624,000
Q2 2021 Jul 27, 2021	BUY	$73.11 - $77.88 $128,819 - $137,224	1,762 Added 27.57%	8,153 $610,000
Q1 2021 Apr 26, 2021	BUY	$68.58 - $73.12 $28,735 - $30,637	419 Added 7.02%	6,391 $460,000
Q3 2020 Oct 26, 2020	SELL	$57.43 - $62.28 $94,185 - $102,139	-1,640 Reduced 21.54%	5,972 $360,000
Q2 2020 Jul 14, 2020	BUY	$47.43 - $60.75 $361,037 - $462,429	7,612 New	7,612 $435,000

Others Institutions Holding IEFA

# of Institutions

1,940

Shares Held

1.42B

Call Options Held

142K

Put Options Held

534K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
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Vista Wealth Management Group, LLC Ishares Tr Transaction History