Wells Financial Advisors Inc Ishares Tr Transaction History

Wells Financial Advisors Inc

$148 Million
Q2 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 $17,793. This represents 0.01% of its overall portfolio holdings.

Number of Shares

252

Previous 252 -0.0%

Holding current value

$17,793

Previous $17,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

772

Shares Held

487M

Call Options Held

5.8K

Put Options Held

100

View Full List

About ISHARES TR

Ticker IXUS
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Wells Financial Advisors Inc Ishares Tr Transaction History