Wells Financial Advisors Inc Ishares Tr Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Wells Financial Advisors Inc holds 252 shares of IXUS stock, worth $16,775. This represents 0.02% of its overall portfolio holdings.

Number of Shares
252
Previous 252 -0.0%
Holding current value
$16,775
Previous $17,000 5.88%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
BUY
$58.3 - $63.56 $8,978 - $9,788
154 Added 157.14%
252 $15,000
Q4 2022

Feb 03, 2023
SELL
$50.56 - $60.03 $853,351 - $1.01 Million
-16,878 Reduced 99.42%
98 $5,000
Q3 2022

Nov 09, 2022
SELL
$50.92 - $60.43 $27,853 - $33,055
-547 Reduced 3.12%
16,976 $864,000
Q2 2022

Aug 10, 2022
SELL
$56.25 - $67.81 $74,587 - $89,916
-1,326 Reduced 7.03%
17,523 $999,000
Q1 2022

Apr 25, 2022
BUY
$61.54 - $72.2 $45,478 - $53,355
739 Added 4.08%
18,849 $1.26 Million
Q4 2021

Feb 11, 2022
BUY
$68.64 - $74.15 $62,119 - $67,105
905 Added 5.26%
18,110 $1.29 Million
Q3 2021

Nov 10, 2021
BUY
$70.98 - $74.79 $71,263 - $75,089
1,004 Added 6.2%
17,205 $1.22 Million
Q2 2021

Aug 02, 2021
BUY
$71.2 - $75.53 $100,748 - $106,874
1,415 Added 9.57%
16,201 $1.19 Million
Q1 2021

May 12, 2021
BUY
$67.31 - $72.38 $928,070 - $997,975
13,788 Added 1381.56%
14,786 $1.04 Million
Q4 2020

Feb 11, 2021
BUY
$57.1 - $67.59 $56,985 - $67,454
998 New
998 $67,000

Others Institutions Holding IXUS

# of Institutions
809
Shares Held
479M
Call Options Held
12K
Put Options Held
6.7K
View Full List

About ISHARES TR

IXUS Quotes by TradingView
  • Ticker IXUS
  • Sector ETFs
  • Industry ETFs
More about IXUS
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email