Alta Wealth Advisors LLC Ishares Tr Transaction History

Alta Wealth Advisors LLC

$226 Million
Q4 2024

A detailed history of Alta Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 5,760 shares of IEFA stock, worth $437,299. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,760

Previous 3,527 63.31%

Holding current value

$437,299

Previous $275,000 46.91%

% of portfolio

0.18%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$70.06 - $77.43 $156,443 - $172,901	2,233 Added 63.31%	5,760 $404,000
Q3 2024 Oct 18, 2024	SELL	$70.09 - $78.74 $10,863 - $12,204	-155 Reduced 4.21%	3,527 $275,000
Q2 2024 Jul 24, 2024	BUY	$70.77 - $76.19 $24,981 - $26,895	353 Added 10.6%	3,682 $267,000
Q1 2024 May 01, 2024	SELL	$68.14 - $74.43 $1,907 - $2,084	-28 Reduced 0.83%	3,329 $247,000
Q4 2023 Feb 12, 2024	SELL	$61.3 - $70.47 $81,345 - $93,513	-1,327 Reduced 28.33%	3,357 $236,000
Q1 2023 Apr 21, 2023	BUY	$62.17 - $67.7 $11,998 - $13,066	193 Added 4.3%	4,684 $313,000
Q4 2022 Jan 20, 2023	SELL	$52.35 - $63.65 $29,316 - $35,644	-560 Reduced 11.09%	4,491 $0
Q3 2022 Oct 17, 2022	SELL	$52.32 - $63.1 $66,708 - $80,452	-1,275 Reduced 20.15%	5,051 $266,000
Q2 2022 Jul 28, 2022	BUY	$57.91 - $70.46 $60,400 - $73,489	1,043 Added 19.74%	6,326 $372,000
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $146,384 - $157,308	2,023 Added 62.06%	5,283 $394,000
Q3 2021 Oct 13, 2021	BUY	$72.98 - $78.2 $8,392 - $8,993	115 Added 3.66%	3,260 $242,000
Q2 2021 Aug 02, 2021	BUY	$73.11 - $77.88 $2,631 - $2,803	36 Added 1.16%	3,145 $235,000
Q1 2021 Apr 20, 2021	SELL	$68.58 - $73.12 $3,017 - $3,217	-44 Reduced 1.4%	3,109 $224,000
Q4 2020 Feb 08, 2021	BUY	$58.13 - $69.71 $183,283 - $219,795	3,153 New	3,153 $218,000

Others Institutions Holding IEFA

# of Institutions

2,132

Shares Held

1.52B

Call Options Held

117K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Alta Wealth Advisors LLC Ishares Tr Transaction History