Western Wealth Management, LLC Ishares Tr Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Western Wealth Management, LLC holds 71,735 shares of IEFA stock, worth $5.04 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

71,735

Previous 66,895 7.24%

Holding current value

$5.04 Million

Previous $4.86 Million 15.21%

% of portfolio

0.32%

Previous 0.36%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $339,235 - $381,101	4,840 Added 7.24%	71,735 $5.6 Million
Q2 2024 Jul 19, 2024	BUY	$70.77 - $76.19 $159,586 - $171,808	2,255 Added 3.49%	66,895 $4.86 Million
Q1 2024 May 02, 2024	SELL	$68.14 - $74.43 $402,230 - $439,360	-5,903 Reduced 8.37%	64,640 $4.8 Million
Q4 2023 Jan 31, 2024	BUY	$61.3 - $70.47 $505,663 - $581,307	8,249 Added 13.24%	70,543 $4.96 Million
Q3 2023 Nov 07, 2023	BUY	$64.04 - $69.58 $77,616 - $84,330	1,212 Added 1.98%	62,294 $4.01 Million
Q2 2023 Aug 30, 2023	BUY	$66.03 - $69.1 $1.72 Million - $1.8 Million	26,032 Added 74.27%	61,082 $4.12 Million
Q1 2023 Aug 30, 2023	BUY	$62.17 - $67.7 $190,240 - $207,162	3,060 Added 9.57%	35,050 $2.34 Million
Q4 2022 Feb 02, 2023	SELL	$52.35 - $63.65 $2.61 Million - $3.17 Million	-49,825 Reduced 60.9%	31,990 $1.97 Million
Q3 2022 Nov 04, 2022	BUY	$52.32 - $63.1 $387,063 - $466,813	7,398 Added 9.94%	81,815 $4.32 Million
Q2 2022 Jul 18, 2022	SELL	$57.91 - $70.46 $100,473 - $122,248	-1,735 Reduced 2.28%	74,417 $4.38 Million
Q1 2022 May 10, 2022	BUY	$63.26 - $75.48 $1.76 Million - $2.1 Million	27,885 Added 57.77%	76,152 $5.29 Million
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $234,229 - $251,709	3,237 Added 7.19%	48,267 $3.6 Million
Q2 2021 Aug 09, 2021	BUY	$73.11 - $77.88 $1.8 Million - $1.92 Million	24,624 Added 120.67%	45,030 $3.36 Million
Q1 2021 May 14, 2021	BUY	$68.58 - $73.12 $110,276 - $117,576	1,608 Added 8.55%	20,406 $1.47 Million
Q4 2020 Feb 10, 2021	SELL	$58.13 - $69.71 $752,492 - $902,395	-12,945 Reduced 40.78%	18,798 $1.3 Million
Q3 2020 Oct 27, 2020	SELL	$57.43 - $62.28 $22,569 - $24,476	-393 Reduced 1.22%	31,743 $1.91 Million
Q2 2020 Jul 20, 2020	SELL	$47.43 - $60.75 $50,750 - $65,002	-1,070 Reduced 3.22%	32,136 $1.84 Million
Q1 2020 Apr 27, 2020	BUY	$43.31 - $66.12 $440,202 - $672,043	10,164 Added 44.11%	33,206 $1.66 Million
Q4 2019 Feb 10, 2020	SELL	$59.36 - $65.51 $688,160 - $759,457	-11,593 Reduced 33.47%	23,042 $1.5 Million
Q3 2019 Nov 08, 2019	SELL	$57.44 - $62.42 $76,165 - $82,768	-1,326 Reduced 3.69%	34,635 $2.11 Million
Q2 2019 Aug 06, 2019	SELL	$59.39 - $62.73 $17,698 - $18,693	-298 Reduced 0.82%	35,961 $2.2 Million
Q1 2019 May 10, 2019	BUY	$54.44 - $61.46 $215,636 - $243,443	3,961 Added 12.26%	36,259 $2.19 Million
Q4 2018 Feb 15, 2019	BUY	$53.06 - $64.19 $1.71 Million - $2.07 Million	32,298 New	32,298 $1.78 Million

Others Institutions Holding IEFA

# of Institutions

2,003

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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Western Wealth Management, LLC Ishares Tr Transaction History