West Financial Advisors, LLC Ishares Tr Transaction History

West Financial Advisors, LLC

$518 Million
Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, West Financial Advisors, LLC holds 259,227 shares of IEFA stock, worth $18.4 Million. This represents 3.91% of its overall portfolio holdings.

Number of Shares

259,227

Previous 256,674 0.99%

Holding current value

$18.4 Million

Previous $18.6 Million 8.52%

% of portfolio

3.91%

Previous 3.87%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$70.09 - $78.74 $178,939 - $201,023	2,553 Added 0.99%	259,227 $20.2 Million
Q2 2024 Jul 15, 2024	BUY	$70.77 - $76.19 $333,539 - $359,083	4,713 Added 1.87%	256,674 $18.6 Million
Q1 2024 Apr 11, 2024	BUY	$68.14 - $74.43 $362,641 - $396,116	5,322 Added 2.16%	251,961 $18.7 Million
Q4 2023 Jan 11, 2024	BUY	$61.3 - $70.47 $242,686 - $278,990	3,959 Added 1.63%	246,639 $17.4 Million
Q3 2023 Oct 10, 2023	BUY	$64.04 - $69.58 $676,518 - $735,043	10,564 Added 4.55%	242,680 $15.6 Million
Q2 2023 Jul 07, 2023	BUY	$66.03 - $69.1 $369,569 - $386,752	5,597 Added 2.47%	232,116 $15.7 Million
Q1 2023 Apr 18, 2023	BUY	$62.17 - $67.7 $708,364 - $771,373	11,394 Added 5.3%	226,519 $15.1 Million
Q4 2022 Jan 10, 2023	BUY	$52.35 - $63.65 $8.86 Million - $10.8 Million	169,225 Added 368.68%	215,125 $0
Q3 2022 Oct 11, 2022	BUY	$52.32 - $63.1 $1.73 Million - $2.08 Million	32,996 Added 255.7%	45,900 $2.42 Million
Q2 2022 Jul 14, 2022	SELL	$57.91 - $70.46 $157,920 - $192,144	-2,727 Reduced 17.45%	12,904 $759,000
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $4,744 - $5,661	75 Added 0.48%	15,631 $1.09 Million
Q4 2021 Jan 19, 2022	BUY	$72.36 - $77.76 $71,925 - $77,293	994 Added 6.83%	15,556 $1.16 Million
Q3 2021 Oct 13, 2021	SELL	$72.98 - $78.2 $54,735 - $58,650	-750 Reduced 4.9%	14,562 $1.08 Million
Q2 2021 Jul 27, 2021	SELL	$73.11 - $77.88 $4,679 - $4,984	-64 Reduced 0.42%	15,312 $1.15 Million
Q4 2020 Feb 22, 2021	SELL	$58.13 - $69.71 $70,569 - $84,627	-1,214 Reduced 7.32%	15,376 $1.06 Million
Q4 2020 Feb 02, 2021	BUY	$58.13 - $69.71 $964,376 - $1.16 Million	16,590 New	16,590 $948 Million

Others Institutions Holding IEFA

# of Institutions

2,004

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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West Financial Advisors, LLC Ishares Tr Transaction History