Williams Financial, LLC Ishares Tr Transaction History

Williams Financial, LLC

$160 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	BUY	$52.32 - $63.1 $230,364 - $277,829	4,403 New	4,403 $232,000
Q2 2022 Aug 26, 2022	SELL	$57.91 - $70.46 $335,414 - $408,104	-5,792 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$63.26 - $75.48 $33,464 - $39,928	529 Added 10.05%	5,792 $402,000
Q4 2021 Feb 02, 2022	BUY	$72.36 - $77.76 $80,102 - $86,080	1,107 Added 26.64%	5,263 $393,000
Q3 2021 Nov 09, 2021	SELL	$72.98 - $78.2 $296,225 - $317,413	-4,059 Reduced 49.41%	4,156 $309,000
Q2 2021 Jul 14, 2021	SELL	$73.11 - $77.88 $41,234 - $43,924	-564 Reduced 6.42%	8,215 $615,000
Q1 2021 Apr 29, 2021	SELL	$68.58 - $73.12 $1.15 Million - $1.23 Million	-16,776 Reduced 65.65%	8,779 $633,000
Q4 2020 Mar 01, 2021	BUY	$58.13 - $69.71 $1.49 Million - $1.78 Million	25,555 New	25,555 $1.77 Million

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

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