9258 Wealth Management, LLC Ishares Tr Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 12,623 shares of IEFA stock, worth $1.12 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,623
Previous 12,688 0.51%
Holding current value
$1.12 Million
Previous $921,000 6.95%
% of portfolio
0.15%
Previous 0.14%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$70.09 - $78.74 $4,555 - $5,118
-65 Reduced 0.51%
12,623 $985,000
Q2 2024

Aug 02, 2024
BUY
$70.77 - $76.19 $15,215 - $16,380
215 Added 1.72%
12,688 $921,000
Q1 2024

May 03, 2024
SELL
$68.14 - $74.43 $4,497 - $4,912
-66 Reduced 0.53%
12,473 $925,000
Q4 2023

Feb 06, 2024
BUY
$61.3 - $70.47 $70,862 - $81,463
1,156 Added 10.16%
12,539 $882,000
Q3 2023

Nov 08, 2023
BUY
$64.04 - $69.58 $10,438 - $11,341
163 Added 1.45%
11,383 $732,000
Q2 2023

Aug 08, 2023
BUY
$66.03 - $69.1 $112,977 - $118,230
1,711 Added 17.99%
11,220 $757,000
Q1 2023

May 03, 2023
BUY
$62.17 - $67.7 $84,675 - $92,207
1,362 Added 16.72%
9,509 $635,000
Q4 2022

Feb 03, 2023
SELL
$52.35 - $63.65 $25,285 - $30,742
-483 Reduced 5.6%
8,147 $502,000
Q3 2022

Nov 08, 2022
SELL
$52.32 - $63.1 $32,072 - $38,680
-613 Reduced 6.63%
8,630 $455,000
Q2 2022

Aug 04, 2022
BUY
$57.91 - $70.46 $24,785 - $30,156
428 Added 4.86%
9,243 $544,000
Q1 2022

May 13, 2022
BUY
$63.26 - $75.48 $5,187 - $6,189
82 Added 0.94%
8,815 $613,000
Q4 2021

Feb 11, 2022
BUY
$72.36 - $77.76 $64,183 - $68,973
887 Added 11.31%
8,733 $652,000
Q3 2021

Nov 12, 2021
BUY
$72.98 - $78.2 $43,860 - $46,998
601 Added 8.3%
7,846 $583,000
Q2 2021

Aug 13, 2021
BUY
$73.11 - $77.88 $48,837 - $52,023
668 Added 10.16%
7,245 $542,000
Q1 2021

May 11, 2021
BUY
$68.58 - $73.12 $14,401 - $15,355
210 Added 3.3%
6,577 $474,000
Q3 2020

Nov 13, 2020
SELL
$57.43 - $62.28 $2,124 - $2,304
-37 Reduced 0.58%
6,367 $370,000
Q2 2020

Aug 13, 2020
SELL
$47.43 - $60.75 $624,415 - $799,773
-13,165 Reduced 67.27%
6,404 $366,000
Q1 2020

May 05, 2020
BUY
$43.31 - $66.12 $36,943 - $56,400
853 Added 4.56%
19,569 $1.02 Million
Q4 2019

Feb 06, 2020
SELL
$59.36 - $65.51 $253,111 - $279,334
-4,264 Reduced 18.56%
18,716 $1.22 Million
Q3 2019

Nov 07, 2019
SELL
$57.44 - $62.42 $168,758 - $183,389
-2,938 Reduced 11.34%
22,980 $1.4 Million
Q2 2019

Aug 07, 2019
BUY
$59.39 - $62.73 $283,587 - $299,535
4,775 Added 22.58%
25,918 $1.59 Million
Q1 2019

May 07, 2019
BUY
$54.44 - $61.46 $116,664 - $131,708
2,143 Added 11.28%
21,143 $1.29 Million
Q4 2018

Feb 12, 2019
BUY
$53.06 - $64.19 $1.01 Million - $1.22 Million
19,000 New
19,000 $1.05 Million

Others Institutions Holding IEFA

# of Institutions
2,414
Shares Held
1.6B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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