Advocacy Wealth Management Services, LLC Ishares Tr Transaction History

Advocacy Wealth Management Services, LLC

$1.22 Billion
Q4 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 15,961 shares of IEFA stock, worth $1.25 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,961

Previous 6,059 163.43%

Holding current value

$1.25 Million

Previous $472,000 137.5%

% of portfolio

0.09%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$70.06 - $77.43 $693,734 - $766,711	9,902 Added 163.43%	15,961 $1.12 Million
Q3 2024 Oct 31, 2024	BUY	$70.09 - $78.74 $128,054 - $143,857	1,827 Added 43.17%	6,059 $472,000
Q2 2024 Jul 10, 2024	SELL	$70.77 - $76.19 $69,849 - $75,199	-987 Reduced 18.91%	4,232 $307,000
Q1 2024 Apr 15, 2024	SELL	$68.14 - $74.43 $5,383 - $5,879	-79 Reduced 1.49%	5,219 $387,000
Q4 2023 Jan 23, 2024	SELL	$61.3 - $70.47 $534,168 - $614,075	-8,714 Reduced 62.19%	5,298 $372,000
Q3 2023 Oct 26, 2023	SELL	$64.04 - $69.58 $18,443 - $20,039	-288 Reduced 2.01%	14,012 $901,000
Q2 2023 Jul 20, 2023	BUY	$66.03 - $69.1 $481,886 - $504,291	7,298 Added 104.23%	14,300 $965,000
Q1 2023 Apr 14, 2023	SELL	$62.17 - $67.7 $124,899 - $136,009	-2,009 Reduced 22.29%	7,002 $468,000
Q4 2022 Jan 27, 2023	SELL	$52.35 - $63.65 $989,257 - $1.2 Million	-18,897 Reduced 67.71%	9,011 $0
Q3 2022 Oct 06, 2022	BUY	$52.32 - $63.1 $80,049 - $96,543	1,530 Added 5.8%	27,908 $1.54 Million
Q2 2022 Jul 06, 2022	SELL	$57.91 - $70.46 $246,001 - $299,314	-4,248 Reduced 13.87%	26,378 $1.55 Million
Q1 2022 Apr 04, 2022	BUY	$63.26 - $75.48 $181,872 - $217,005	2,875 Added 10.36%	30,626 $2.15 Million
Q4 2021 Jan 05, 2022	SELL	$72.36 - $77.76 $174,894 - $187,945	-2,417 Reduced 8.01%	27,751 $2.07 Million
Q3 2021 Oct 05, 2021	SELL	$72.98 - $78.2 $89,327 - $95,716	-1,224 Reduced 3.9%	30,168 $2.24 Million
Q2 2021 Jul 02, 2021	SELL	$73.11 - $77.88 $57,976 - $61,758	-793 Reduced 2.46%	31,392 $2.35 Million
Q1 2021 Apr 05, 2021	SELL	$68.58 - $73.12 $58,361 - $62,225	-851 Reduced 2.58%	32,185 $2.35 Million
Q4 2020 Jan 06, 2021	BUY	$58.13 - $69.71 $447,135 - $536,209	7,692 Added 30.35%	33,036 $2.28 Million
Q3 2020 Oct 02, 2020	BUY	$57.43 - $62.28 $330,050 - $357,923	5,747 Added 29.33%	25,344 $1.54 Million
Q2 2020 Jul 02, 2020	BUY	$47.43 - $60.75 $320,863 - $410,973	6,765 Added 52.72%	19,597 $1.12 Million
Q1 2020 Apr 02, 2020	BUY	$43.31 - $66.12 $329,805 - $503,503	7,615 Added 145.97%	12,832 $611,000
Q4 2019 Jan 06, 2020	BUY	$59.36 - $65.51 $116,345 - $128,399	1,960 Added 60.18%	5,217 $340,000
Q3 2019 Oct 02, 2019	BUY	$57.44 - $62.42 $92,535 - $100,558	1,611 Added 97.87%	3,257 $199,000
Q2 2019 Jul 05, 2019	BUY	$59.39 - $62.73 $10,036 - $10,601	169 Added 11.44%	1,646 $101,000
Q1 2019 Apr 02, 2019	BUY	$54.44 - $61.46 $44,423 - $50,151	816 Added 123.45%	1,477 $91,000
Q4 2018 Jan 07, 2019	BUY	$53.06 - $64.19 $9,603 - $11,618	181 Added 37.71%	661 $36,000
Q3 2018 Oct 09, 2018	SELL	$61.82 - $65.16 $47,539 - $50,108	-769 Reduced 61.57%	480 $31,000
Q2 2018 Jul 09, 2018	SELL	$62.74 - $67.79 $20,390 - $22,031	-325 Reduced 20.65%	1,249 $79,000
Q1 2018 Apr 12, 2018	SELL	$64.18 - $70.84 $19,510 - $21,535	-304 Reduced 16.19%	1,574 $104,000
Q3 2017 Oct 13, 2017	BUY	$62.19 - $64.17 $116,792 - $120,511	1,878	1,878 $121,000

Others Institutions Holding IEFA

# of Institutions

2,158

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

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About ISHARES TR

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Advocacy Wealth Management Services, LLC Ishares Tr Transaction History