Wade Financial Advisory, Inc Ishares Tr Transaction History

Wade Financial Advisory, Inc

$292 Million
Q1 2025

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Tr stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 98,489 shares of IEFA stock, worth $8.74 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

98,489

Previous 98,328 0.16%

Holding current value

$8.74 Million

Previous $6.91 Million 7.81%

% of portfolio

2.56%

Previous 2.34%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$69.57 - $78.65 $11,200 - $12,662	161 Added 0.16%	98,489 $7.45 Million
Q4 2024 Jan 22, 2025	BUY	$70.06 - $77.43 $290,678 - $321,257	4,149 Added 4.41%	98,328 $6.91 Million
Q3 2024 Oct 28, 2024	BUY	$70.09 - $78.74 $259,262 - $291,259	3,699 Added 4.09%	94,179 $7.35 Million
Q2 2024 Jul 25, 2024	SELL	$70.77 - $76.19 $146,847 - $158,094	-2,075 Reduced 2.24%	90,480 $6.57 Million
Q1 2024 May 13, 2024	SELL	$68.14 - $74.43 $169,259 - $184,884	-2,484 Reduced 2.61%	92,555 $6.87 Million

Q4 2023 Feb 09, 2024	BUY	$61.3 - $70.47 $383,002 - $440,296	6,248 Added 7.04%	95,039 $6.69 Million
Q3 2023 Oct 10, 2023	BUY	$64.04 - $69.58 $40,281 - $43,765	629 Added 0.71%	88,791 $5.71 Million
Q2 2023 Aug 09, 2023	BUY	$66.03 - $69.1 $15,054 - $15,754	228 Added 0.26%	88,162 $5.95 Million
Q1 2023 Apr 07, 2023	SELL	$62.17 - $67.7 $5,843 - $6,363	-94 Reduced 0.11%	87,934 $5.88 Million
Q4 2022 Jan 12, 2023	SELL	$52.35 - $63.65 $1.35 Million - $1.64 Million	-25,759 Reduced 22.64%	88,028 $0
Q3 2022 Oct 26, 2022	BUY	$52.32 - $63.1 $1.63 Million - $1.97 Million	31,150 Added 37.69%	113,787 $5.99 Million
Q2 2022 Aug 05, 2022	BUY	$57.91 - $70.46 $465,770 - $566,709	8,043 Added 10.78%	82,637 $4.86 Million
Q1 2022 Apr 21, 2022	BUY	$63.26 - $75.48 $1.84 Million - $2.2 Million	29,112 Added 64.01%	74,594 $5.19 Million
Q4 2021 Feb 08, 2022	BUY	$72.36 - $77.76 $56,585 - $60,808	782 Added 1.75%	45,482 $3.4 Million
Q3 2021 Nov 02, 2021	SELL	$72.98 - $78.2 $9,560 - $10,244	-131 Reduced 0.29%	44,700 $3.32 Million
Q2 2021 Jul 29, 2021	BUY	$73.11 - $77.88 $38,748 - $41,276	530 Added 1.2%	44,831 $3.36 Million
Q1 2021 Apr 14, 2021	SELL	$68.58 - $73.12 $4,389 - $4,679	-64 Reduced 0.14%	44,301 $3.19 Million
Q4 2020 Mar 10, 2021	BUY	$58.13 - $69.71 $37,203 - $44,614	640 Added 1.46%	44,365 $3.07 Million
Q3 2020 Nov 03, 2020	SELL	$57.43 - $62.28 $6,891 - $7,473	-120 Reduced 0.27%	43,725 $2.64 Million
Q2 2020 Jul 16, 2020	SELL	$47.43 - $60.75 $600,368 - $768,973	-12,658 Reduced 22.4%	43,845 $2.51 Million
Q1 2020 Apr 27, 2020	BUY	$43.31 - $66.12 $2.15 Million - $3.28 Million	49,678 Added 727.88%	56,503 $2.82 Million
Q4 2019 Feb 11, 2020	BUY	$59.36 - $65.51 $405,132 - $447,105	6,825 New	6,825 $445,000

Others Institutions Holding IEFA

# of Institutions

2,414

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

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 Wade Financial Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade Financial Advisory, Inc with notifications on news.

Account

Wade Financial Advisory, Inc Ishares Tr Transaction History