Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

$213 Million
Q3 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 9,938 shares of IEFA stock, worth $720,902. This represents 0.36% of its overall portfolio holdings.

Number of Shares

9,938

Previous 10,197 2.54%

Holding current value

$720,902

Previous $740,000 4.73%

% of portfolio

0.36%

Previous 0.36%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$70.09 - $78.74 $18,153 - $20,393	-259 Reduced 2.54%	9,938 $775,000
Q2 2024 Jul 12, 2024	BUY	$70.77 - $76.19 $1,415 - $1,523	20 Added 0.2%	10,197 $740,000
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	$52.35 - $63.65 $52,350 - $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

2,000

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
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Wealth Management Partners, LLC Ishares Tr Transaction History