Wealthstream Advisors, Inc. Ishares Tr Transaction History

Wealthstream Advisors, Inc.

$502 Million
Q3 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 110,581 shares of IEFA stock, worth $8 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

110,581

Previous 111,014 0.39%

Holding current value

$8 Million

Previous $8.06 Million 7.02%

% of portfolio

1.72%

Previous 3.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$70.09 - $78.74 $30,348 - $34,094	-433 Reduced 0.39%	110,581 $8.63 Million
Q2 2024 Jul 29, 2024	SELL	$70.77 - $76.19 $22,151 - $23,847	-313 Reduced 0.28%	111,014 $8.06 Million
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	$52.35 - $63.65 $9,056 - $11,011	173 Added 0.15%	117,152 $7.22 Million
Q3 2022 Oct 28, 2022	BUY	$52.32 - $63.1 $38,612 - $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

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

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 Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Account

Wealthstream Advisors, Inc. Ishares Tr Transaction History