Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

$194 Million
Q1 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 10,177 shares of IEFA stock, worth $755,744. This represents 0.39% of its overall portfolio holdings.

Number of Shares

10,177

Previous 10,281 1.01%

Holding current value

$755,744

Previous $723,000 4.43%

% of portfolio

0.39%

Previous 0.41%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$68.14 - $74.43 $7,086 - $7,740	-104 Reduced 1.01%	10,177 $755,000
Q4 2023 Jan 10, 2024	SELL	$61.3 - $70.47 $36,167 - $41,577	-590 Reduced 5.43%	10,281 $723,000
Q3 2023 Oct 24, 2023	SELL	$64.04 - $69.58 $6,596 - $7,166	-103 Reduced 0.94%	10,871 $699,000
Q2 2023 Jul 24, 2023	SELL	$66.03 - $69.1 $34,467 - $36,070	-522 Reduced 4.54%	10,974 $740,000
Q1 2023 Apr 14, 2023	SELL	$62.17 - $67.7 $31,333 - $34,120	-504 Reduced 4.2%	11,496 $768,000

Q4 2022 Jan 20, 2023	SELL	$56.86 - $63.65 $56,860 - $63,650	-1,000 Reduced 7.69%	12,000 $0
Q2 2022 Jul 15, 2022	SELL	$57.91 - $70.46 $57,910 - $70,460	-1,000 Reduced 7.14%	13,000 $793,000
Q1 2022 Apr 13, 2022	SELL	$63.26 - $75.48 $63,260 - $75,480	-1,000 Reduced 6.67%	14,000 $1 Million
Q4 2021 Jan 19, 2022	BUY	$72.36 - $77.76 $43,994 - $47,278	608 Added 4.22%	15,000 $1.11 Million
Q3 2021 Oct 29, 2021	SELL	$72.98 - $78.2 $20,653 - $22,130	-283 Reduced 1.93%	14,392 $1.07 Million
Q2 2021 Jul 14, 2021	SELL	$73.11 - $77.88 $41,160 - $43,846	-563 Reduced 3.69%	14,675 $1.1 Million
Q1 2021 Apr 15, 2021	BUY	$68.58 - $73.12 $42,451 - $45,261	619 Added 4.23%	15,238 $1.12 Million
Q4 2020 Feb 04, 2021	BUY	$58.13 - $69.71 $849,802 - $1.02 Million	14,619 New	14,619 $1.04 Million

Others Institutions Holding IEFA

# of Institutions

1,889

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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Wealth Management Partners, LLC Ishares Tr Transaction History