Wr Wealth Planners, LLC Ishares Tr Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 592 shares of IEFA stock, worth $45,293. This represents 0.01% of its overall portfolio holdings.

Number of Shares

592

Previous 1,010 41.39%

Holding current value

$45,293

Previous $78,000 47.44%

% of portfolio

0.01%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$70.06 - $77.43 $29,285 - $32,365	-418 Reduced 41.39%	592 $41,000
Q3 2024 Oct 17, 2024	SELL	$70.09 - $78.74 $4,976 - $5,590	-71 Reduced 6.57%	1,010 $78,000
Q2 2024 Jul 31, 2024	SELL	$70.77 - $76.19 $6,793 - $7,314	-96 Reduced 8.16%	1,081 $78,000
Q1 2024 Jul 31, 2024	BUY	$68.14 - $74.43 $80,200 - $87,604	1,177 New	1,177 $87,000
Q3 2023 Aug 01, 2024	SELL	$64.04 - $69.58 $2,049 - $2,226	-32 Reduced 1.97%	1,596 $103 Million
Q2 2023 Aug 01, 2024	BUY	$66.03 - $69.1 $36,118 - $37,797	547 Added 50.6%	1,628 $110 Million
Q1 2023 Aug 01, 2024	BUY	$62.17 - $67.7 $47,497 - $51,722	764 Added 70.68%	1,845 $123 Million
Q4 2022 Oct 10, 2024	BUY	$52.35 - $63.65 $2,826 - $3,437	54 Added 2.68%	2,070 $128 Million
Q3 2022 Oct 10, 2024	BUY	$52.32 - $63.1 $48,919 - $58,998	935 Added 86.49%	2,016 $106 Million
Q2 2022 Oct 17, 2024	SELL	$57.91 - $70.46 $18,473 - $22,476	-319 Reduced 14.64%	1,860 $109 Million
Q1 2022 Oct 17, 2024	BUY	$63.26 - $75.48 $73,950 - $88,236	1,169 Added 115.74%	2,179 $151 Million

Others Institutions Holding IEFA

# of Institutions

2,143

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Wr Wealth Planners, LLC Ishares Tr Transaction History