Wellspring Financial Advisors, LLC Ishares Tr Transaction History

Wellspring Financial Advisors, LLC

  • $633 Billion
  • Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 425,480 shares of IEFA stock, worth $30.9 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares
425,480
Previous 168,290 152.83%
Holding current value
$30.9 Million
Previous $11.8 Billion 166.73%
% of portfolio
4.99%
Previous 2.95%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$68.14 - $74.43 $17.5 Million - $19.1 Million
257,190 Added 152.83%
425,480 $31.6 Billion
Q4 2023

Feb 13, 2024
BUY
$61.3 - $70.47 $284,432 - $326,980
4,640 Added 2.84%
168,290 $11.8 Billion
Q3 2023

Nov 14, 2023
BUY
$64.04 - $69.58 $192 - $208
3 Added 0.0%
163,650 $10.5 Billion
Q2 2023

Aug 11, 2023
BUY
$66.03 - $69.1 $6.64 Million - $6.94 Million
100,485 Added 159.09%
163,647 $11 Billion
Q1 2023

May 12, 2023
BUY
$62.17 - $67.7 $3.66 Million - $3.99 Million
58,875 Added 1373.34%
63,162 $4.22 Billion
Q4 2022

Feb 13, 2023
BUY
$56.86 - $63.65 $243,758 - $272,867
4,287 New
4,287 $264,000
Q2 2022

Aug 12, 2022
SELL
$57.91 - $70.46 $182,416 - $221,948
-3,150 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$63.26 - $75.48 $199,269 - $237,762
3,150 New
3,150 $219,000
Q2 2021

Aug 13, 2021
SELL
$73.11 - $77.88 $440,926 - $469,694
-6,031 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$68.58 - $73.12 $413,605 - $440,986
6,031 New
6,031 $301,000
Q2 2020

Aug 14, 2020
SELL
$47.43 - $60.75 $286,050 - $366,383
-6,031 Closed
0 $0
Q1 2020

May 14, 2020
BUY
$43.31 - $66.12 $261,202 - $398,769
6,031 New
6,031 $301,000

Others Institutions Holding IEFA

# of Institutions
1,887
Shares Held
1.47B
Call Options Held
198K
Put Options Held
49.7K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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