Wealthstream Advisors, Inc. Ishares Tr Transaction History

Wealthstream Advisors, Inc.

$255 Million
Q1 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 111,327 shares of IEFA stock, worth $8.23 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares

111,327

Previous 118,702 6.21%

Holding current value

$8.23 Million

Previous $8.35 Million 1.05%

% of portfolio

3.24%

Previous 3.5%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$68.14 - $74.43 $502,532 - $548,921	-7,375 Reduced 6.21%	111,327 $8.26 Million
Q4 2023 Feb 12, 2024	BUY	$61.3 - $70.47 $67,307 - $77,376	1,098 Added 0.93%	118,702 $8.35 Million
Q3 2023 Nov 06, 2023	SELL	$64.04 - $69.58 $57,379 - $62,343	-896 Reduced 0.76%	117,604 $7.57 Million
Q2 2023 Aug 02, 2023	BUY	$66.03 - $69.1 $115,288 - $120,648	1,746 Added 1.5%	118,500 $8 Million
Q1 2023 May 02, 2023	SELL	$62.17 - $67.7 $24,743 - $26,944	-398 Reduced 0.34%	116,754 $7.81 Million

Q4 2022 Feb 02, 2023	BUY	$56.86 - $63.65 $9,836 - $11,011	173 Added 0.15%	117,152 $7.22 Million
Q3 2022 Oct 28, 2022	BUY	$53.51 - $63.1 $39,490 - $46,567	738 Added 0.63%	116,979 $6.16 Million
Q2 2022 Aug 05, 2022	SELL	$57.91 - $70.46 $97,809 - $119,006	-1,689 Reduced 1.43%	116,241 $6.84 Million
Q1 2022 May 10, 2022	SELL	$63.26 - $75.48 $4,048 - $4,830	-64 Reduced 0.05%	117,930 $8.2 Million
Q4 2021 Feb 09, 2022	BUY	$72.36 - $77.76 $8.54 Million - $9.18 Million	117,994 New	117,994 $8.81 Million

Others Institutions Holding IEFA

# of Institutions

1,892

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

View Full List

About ISHARES TR

Ticker IEFA
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Wealthstream Advisors, Inc. Ishares Tr Transaction History