Vista Wealth Management Group, LLC Ishares Tr Transaction History

Vista Wealth Management Group, LLC

$1.45 Billion
Q3 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 9,698 shares of IEFA stock, worth $686,521. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,698

Previous 10,793 10.15%

Holding current value

$686,521

Previous $784,000 3.57%

% of portfolio

0.05%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$70.09 - $78.74 $76,748 - $86,220	-1,095 Reduced 10.15%	9,698 $756,000
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

2,004

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 Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Account

Vista Wealth Management Group, LLC Ishares Tr Transaction History