Wells Trecaso Financial Group, LLC Ishares Tr Transaction History

Wells Trecaso Financial Group, LLC

$306 Million
Q4 2024

A detailed history of Wells Trecaso Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 113,722 shares of IEFA stock, worth $8.37 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares

113,722

Previous 112,183 1.37%

Holding current value

$8.37 Million

Previous $8.76 Million 8.72%

% of portfolio

2.61%

Previous 2.88%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$70.06 - $77.43 $107,822 - $119,164	1,539 Added 1.37%	113,722 $7.99 Million
Q3 2024 Oct 24, 2024	BUY	$70.09 - $78.74 $35,255 - $39,606	503 Added 0.45%	112,183 $8.76 Million
Q2 2024 Aug 13, 2024	BUY	$70.77 - $76.19 $191,999 - $206,703	2,713 Added 2.49%	111,680 $8.11 Million
Q1 2024 Apr 24, 2024	BUY	$68.14 - $74.43 $6.18 Million - $6.75 Million	90,691 Added 496.23%	108,967 $8.09 Million
Q4 2023 Jan 19, 2024	BUY	$61.3 - $70.47 $414,020 - $475,954	6,754 Added 58.62%	18,276 $1.29 Million
Q3 2023 Oct 23, 2023	BUY	$64.04 - $69.58 $232,145 - $252,227	3,625 Added 45.9%	11,522 $741,000
Q2 2023 Jul 20, 2023	BUY	$66.03 - $69.1 $168,508 - $176,343	2,552 Added 47.75%	7,897 $533,000
Q1 2023 Apr 20, 2023	BUY	$62.17 - $67.7 $332,298 - $361,856	5,345 New	5,345 $357,000

Others Institutions Holding IEFA

# of Institutions

2,043

Shares Held

1.44B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
Sector ETFs
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Wells Trecaso Financial Group, LLC Ishares Tr Transaction History