Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 844,008 shares of IEFA stock, worth $59.6 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

844,008

Previous 858,544 1.69%

Holding current value

$59.6 Million

Previous $62.4 Million 5.63%

% of portfolio

0.68%

Previous 0.8%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$70.09 - $78.74 $1.02 Million - $1.14 Million	-14,536 Reduced 1.69%	844,008 $65.9 Million
Q2 2024 Aug 08, 2024	SELL	$70.77 - $76.19 $1.38 Million - $1.48 Million	-19,480 Reduced 2.22%	858,544 $62.4 Million
Q1 2024 May 06, 2024	SELL	$68.14 - $74.43 $2.43 Million - $2.65 Million	-35,648 Reduced 3.9%	878,024 $65.2 Million
Q4 2023 Feb 06, 2024	SELL	$61.3 - $70.47 $1.88 Million - $2.16 Million	-30,670 Reduced 3.25%	913,672 $64.3 Million
Q3 2023 Nov 06, 2023	BUY	$64.04 - $69.58 $6.7 Million - $7.28 Million	104,565 Added 12.45%	944,342 $60.8 Million
Q2 2023 Jul 31, 2023	SELL	$66.03 - $69.1 $1.04 Million - $1.09 Million	-15,759 Reduced 1.84%	839,777 $56.7 Million
Q1 2023 May 09, 2023	SELL	$62.17 - $67.7 $582,470 - $634,281	-9,369 Reduced 1.08%	855,536 $57.2 Million
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $551,559 - $670,616	10,536 Added 1.23%	864,905 $53.3 Million
Q3 2022 Nov 14, 2022	SELL	$52.32 - $63.1 $344,474 - $415,450	-6,584 Reduced 0.76%	854,369 $45 Million
Q2 2022 Aug 09, 2022	BUY	$57.91 - $70.46 $47.9 Million - $58.2 Million	826,416 Added 2392.84%	860,953 $50.7 Million
Q1 2022 May 09, 2022	BUY	$63.26 - $75.48 $342,426 - $408,573	5,413 Added 18.59%	34,537 $2.4 Million
Q4 2021 Feb 14, 2022	SELL	$72.36 - $77.76 $57.4 Million - $61.7 Million	-793,074 Reduced 96.46%	29,124 $2.17 Million
Q3 2021 Nov 15, 2021	BUY	$72.98 - $78.2 $58.6 Million - $62.8 Million	802,801 Added 4138.79%	822,198 $61 Million
Q2 2021 Aug 13, 2021	SELL	$73.11 - $77.88 $829,506 - $883,626	-11,346 Reduced 36.91%	19,397 $1.45 Million
Q1 2021 May 17, 2021	BUY	$68.58 - $73.12 $531,700 - $566,899	7,753 Added 33.72%	30,743 $2.22 Million
Q4 2020 Feb 16, 2021	SELL	$58.13 - $69.71 $383,890 - $460,364	-6,604 Reduced 22.32%	22,990 $1.59 Million
Q3 2020 Nov 16, 2020	BUY	$57.43 - $62.28 $1.7 Million - $1.84 Million	29,594 New	29,594 $1.78 Million
Q2 2020 Aug 14, 2020	SELL	$47.43 - $60.75 $1.31 Million - $1.68 Million	-27,583 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$43.31 - $66.12 $1.19 Million - $1.82 Million	27,583 New	27,583 $1.38 Million

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Wealthspire Advisors, LLC Ishares Tr Transaction History