Wiser Wealth Management, Inc Ishares Tr Transaction History

Wiser Wealth Management, Inc

$322 Million
Q2 2024

A detailed history of Wiser Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 15,381 shares of IEFA stock, worth $1.17 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

15,381

Previous 8,650 77.82%

Holding current value

$1.17 Million

Previous $642,000 73.99%

% of portfolio

0.35%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$70.77 - $76.19 $476,352 - $512,834	6,731 Added 77.82%	15,381 $1.12 Million
Q1 2024 Apr 19, 2024	BUY	$68.14 - $74.43 $4,156 - $4,540	61 Added 0.71%	8,650 $642,000
Q4 2023 Jan 05, 2024	BUY	$61.3 - $70.47 $63,935 - $73,500	1,043 Added 13.82%	8,589 $604,000
Q3 2023 Oct 19, 2023	BUY	$64.04 - $69.58 $60,325 - $65,544	942 Added 14.26%	7,546 $485,000
Q2 2023 Aug 01, 2023	SELL	$66.03 - $69.1 $4,952 - $5,182	-75 Reduced 1.12%	6,604 $445,000
Q1 2023 May 05, 2023	BUY	$62.17 - $67.7 $4,662 - $5,077	75 Added 1.14%	6,679 $446,000
Q4 2022 Feb 03, 2023	BUY	$56.86 - $63.65 $138,624 - $155,178	2,438 Added 58.52%	6,604 $407,000
Q3 2022 Oct 11, 2022	SELL	$53.51 - $63.1 $2.18 Million - $2.57 Million	-40,736 Reduced 90.72%	4,166 $219,000
Q2 2022 Jul 14, 2022	BUY	$57.91 - $70.46 $2.6 Million - $3.16 Million	44,902 New	44,902 $2.64 Million

Others Institutions Holding IEFA

# of Institutions

1,938

Shares Held

1.42B

Call Options Held

142K

Put Options Held

534K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Wealth Management, Inc with notifications on news.

Account

Wiser Wealth Management, Inc Ishares Tr Transaction History