Martel Wealth Advisors Inc Ishares Tr Transaction History

Martel Wealth Advisors Inc

$512 Billion
Q4 2024

A detailed history of Martel Wealth Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 284,071 shares of IEFA stock, worth $21.3 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares

284,071

Previous 284,467 0.14%

Holding current value

$21.3 Million

Previous $21.9 Billion 8.9%

% of portfolio

3.9%

Previous 4.48%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$70.06 - $77.43 $27,743 - $30,662	-396 Reduced 0.14%	284,071 $20 Billion
Q3 2024 Oct 09, 2024	BUY	$70.09 - $78.74 $141,862 - $159,369	2,024 Added 0.72%	284,467 $21.9 Billion
Q2 2024 Oct 09, 2024	BUY	$70.77 - $76.19 $85,631 - $92,189	1,210 Added 0.43%	282,443 $20.5 Billion
Q1 2024 Oct 09, 2024	SELL	$68.14 - $74.43 $99,007 - $108,146	-1,453 Reduced 0.51%	281,233 $20.9 Billion
Q4 2023 Oct 09, 2024	BUY	$61.3 - $70.47 $185,677 - $213,453	3,029 Added 1.08%	282,686 $19.9 Billion
Q3 2023 Oct 09, 2024	SELL	$64.04 - $69.58 $768 - $834	-12 Reduced -0.0%	279,657 $18 Billion
Q2 2023 Oct 09, 2024	BUY	$66.03 - $69.1 $4.29 Million - $4.49 Million	64,990 Added 30.27%	279,669 $18.9 Billion
Q1 2023 Oct 09, 2024	BUY	$62.17 - $67.7 $922,229 - $1 Million	14,834 Added 7.42%	214,679 $14.4 Billion
Q4 2022 Oct 09, 2024	BUY	$52.35 - $63.65 $5.38 Million - $6.54 Million	102,773 Added 105.87%	199,845 $12.3 Billion
Q3 2022 Oct 09, 2024	BUY	$52.32 - $63.1 $1.75 Million - $2.11 Million	33,465 Added 52.61%	97,072 $5.11 Billion
Q2 2022 Oct 09, 2024	BUY	$57.91 - $70.46 $1.35 Million - $1.64 Million	23,292 Added 57.78%	63,607 $3.74 Billion
Q1 2022 Oct 09, 2024	BUY	$63.26 - $75.48 $191,108 - $228,025	3,021 Added 8.1%	40,315 $2.8 Billion
Q4 2021 Oct 09, 2024	BUY	$72.36 - $77.76 $46,889 - $50,388	648 Added 1.77%	37,294 $2.78 Billion
Q3 2021 Oct 09, 2024	BUY	$72.98 - $78.2 $87,940 - $94,231	1,205 Added 3.4%	36,646 $2.72 Billion
Q2 2021 Oct 09, 2024	BUY	$73.11 - $77.88 $108,275 - $115,340	1,481 Added 4.36%	35,441 $2.65 Billion
Q1 2021 Oct 09, 2024	BUY	$68.58 - $73.12 $77,632 - $82,771	1,132 Added 3.45%	33,960 $2.45 Billion
Q4 2020 Oct 09, 2024	BUY	$58.13 - $69.71 $1.91 Million - $2.29 Million	32,828 New	32,828 $2.27 Billion
Q3 2020 Oct 18, 2024	SELL	$57.43 - $62.28 $20,215 - $21,922	-352 Reduced 1.21%	28,790 $1.74 Billion
Q2 2020 Oct 18, 2024	SELL	$47.43 - $60.75 $47,430 - $60,750	-1,000 Reduced 3.32%	29,142 $1.67 Billion
Q1 2020 Oct 18, 2024	BUY	$43.31 - $66.12 $268,608 - $410,076	6,202 Added 25.91%	30,142 $1.5 Billion
Q4 2019 Oct 18, 2024	BUY	$59.36 - $65.51 $32,648 - $36,030	550 Added 2.35%	23,940 $1.56 Billion
Q3 2019 Oct 18, 2024	BUY	$57.44 - $62.42 $49,972 - $54,305	870 Added 3.86%	23,390 $1.43 Billion
Q2 2019 Oct 18, 2024	BUY	$59.39 - $62.73 $52,975 - $55,955	892 Added 4.12%	22,520 $1.38 Billion
Q1 2019 Oct 18, 2024	BUY	$54.44 - $61.46 $53,841 - $60,783	989 Added 4.79%	21,628 $1.31 Billion
Q4 2018 Oct 18, 2024	BUY	$53.06 - $64.19 $142,200 - $172,029	2,680 Added 14.92%	20,639 $1.14 Billion
Q3 2018 Oct 18, 2024	SELL	$61.82 - $65.16 $16.5 Million - $17.4 Million	-266,508 Reduced 93.69%	17,959 $1.15 Billion

Others Institutions Holding IEFA

# of Institutions

2,097

Shares Held

1.49B

Call Options Held

155K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Martel Wealth Advisors Inc Ishares Tr Transaction History