Archetype Wealth Partners Ishares Tr Transaction History

Archetype Wealth Partners

$686 Million
Q4 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Archetype Wealth Partners holds 827,295 shares of IEFA stock, worth $63.2 Million. This represents 8.47% of its overall portfolio holdings.

Number of Shares

827,295

Previous 823,383 0.48%

Holding current value

$63.2 Million

Previous $64.3 Million 9.53%

% of portfolio

8.47%

Previous 9.31%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$70.06 - $77.43 $274,074 - $302,906	3,912 Added 0.48%	827,295 $58.1 Million
Q3 2024 Nov 14, 2024	BUY	$70.09 - $78.74 $1.4 Million - $1.58 Million	20,040 Added 2.49%	823,383 $64.3 Million
Q2 2024 Aug 15, 2024	BUY	$70.77 - $76.19 $2.94 Million - $3.17 Million	41,560 Added 5.46%	803,343 $58.4 Million
Q1 2024 May 14, 2024	BUY	$68.14 - $74.43 $1.02 Million - $1.12 Million	15,040 Added 2.01%	761,783 $56.5 Million
Q4 2023 Feb 14, 2024	BUY	$61.3 - $70.47 $8.61 Million - $9.9 Million	140,442 Added 23.16%	746,743 $52.5 Million
Q3 2023 Nov 13, 2023	SELL	$64.04 - $69.58 $7.49 Million - $8.14 Million	-116,921 Reduced 16.17%	606,301 $39 Million
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $11.4 Million - $12 Million	173,369 Added 31.53%	723,222 $48.8 Million
Q1 2023 May 10, 2023	BUY	$62.17 - $67.7 $2.31 Million - $2.52 Million	37,172 Added 7.25%	549,853 $36.8 Million
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $1.06 Million - $1.29 Million	20,189 Added 4.1%	512,681 $31.6 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $227,487 - $274,358	4,348 Added 0.89%	492,492 $25.9 Million
Q2 2022 Aug 15, 2022	BUY	$57.91 - $70.46 $114,140 - $138,876	1,971 Added 0.41%	488,144 $28.7 Million
Q1 2022 May 12, 2022	BUY	$63.26 - $75.48 $6.42 Million - $7.66 Million	101,464 Added 26.37%	486,173 $33.8 Million
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $3.87 Million - $4.16 Million	53,523 Added 16.16%	384,709 $28.7 Million
Q3 2021 Nov 12, 2021	BUY	$72.98 - $78.2 $1.29 Million - $1.38 Million	17,675 Added 5.64%	331,186 $24.6 Million
Q2 2021 Aug 13, 2021	BUY	$73.11 - $77.88 $3.24 Million - $3.45 Million	44,308 Added 16.46%	313,511 $23.5 Million
Q1 2021 Apr 30, 2021	BUY	$68.58 - $73.12 $1.38 Million - $1.47 Million	20,097 Added 8.07%	269,203 $19.4 Million
Q4 2020 Feb 12, 2021	BUY	$58.13 - $69.71 $7.74 Million - $9.28 Million	133,129 Added 114.79%	249,106 $17.2 Million
Q3 2020 Oct 15, 2020	BUY	$57.43 - $62.28 $623,517 - $676,173	10,857 Added 10.33%	115,977 $6.99 Million
Q2 2020 Aug 13, 2020	SELL	$47.43 - $60.75 $1.52 Million - $1.94 Million	-31,948 Reduced 23.31%	105,120 $6.01 Million
Q1 2020 May 15, 2020	BUY	$43.31 - $66.12 $2.22 Million - $3.39 Million	51,264 Added 59.75%	137,068 $6.84 Million
Q4 2019 Feb 11, 2020	BUY	$59.36 - $65.51 $29,264 - $32,296	493 Added 0.58%	85,804 $5.6 Million
Q3 2019 Nov 15, 2019	BUY	$57.44 - $62.42 $972,459 - $1.06 Million	16,930 Added 24.76%	85,311 $5.21 Million
Q2 2019 Aug 12, 2019	BUY	$59.39 - $62.73 $1.33 Million - $1.41 Million	22,474 Added 48.96%	68,381 $4.2 Million
Q1 2019 May 16, 2019	BUY	$54.44 - $61.46 $6,042 - $6,822	111 Added 0.24%	45,907 $2.79 Million
Q4 2018 Feb 28, 2019	BUY	$53.06 - $64.19 $2.43 Million - $2.94 Million	45,796 New	45,796 $2.52 Million

Others Institutions Holding IEFA

# of Institutions

2,167

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Account

Archetype Wealth Partners Ishares Tr Transaction History