Beacon Harbor Wealth Advisors, Inc. Ishares Tr Transaction History

Beacon Harbor Wealth Advisors, Inc.

  • $420 Million
  • Q3 2024

A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 99,537 shares of IEFA stock, worth $7.36 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
99,537
Previous 94,728 5.08%
Holding current value
$7.36 Million
Previous $6.88 Million 12.91%
% of portfolio
1.85%
Previous 1.79%

Shares

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

Oct 31, 2024
BUY
$70.09 - $78.74 $337,062 - $378,660
4,809 Added 5.08%
99,537 $7.77 Million
Q2 2024

Aug 09, 2024
BUY
$70.77 - $76.19 $198,863 - $214,093
2,810 Added 3.06%
94,728 $6.88 Million
Q1 2024

May 07, 2024
BUY
$68.14 - $74.43 $185,817 - $202,970
2,727 Added 3.06%
91,918 $6.82 Million
Q4 2023

Feb 06, 2024
BUY
$61.3 - $70.47 $190,275 - $218,738
3,104 Added 3.61%
89,191 $6.28 Million
Q3 2023

Nov 13, 2023
BUY
$64.04 - $69.58 $21,069 - $22,891
329 Added 0.38%
86,087 $5.54 Million
Q2 2023

Aug 11, 2023
SELL
$66.03 - $69.1 $3.55 Million - $3.71 Million
-53,737 Reduced 38.52%
85,758 $5.79 Million
Q1 2023

Apr 28, 2023
BUY
$62.17 - $67.7 $7.33 Million - $7.98 Million
117,876 Added 545.24%
139,495 $9.33 Million
Q4 2022

Feb 10, 2023
BUY
$52.35 - $63.65 $1.13 Million - $1.38 Million
21,619 New
21,619 $1.33 Million
Q1 2022

May 05, 2022
SELL
$63.26 - $75.48 $4.8 Million - $5.73 Million
-75,867 Closed
0 $0
Q4 2021

Jan 31, 2022
SELL
$72.36 - $77.76 $51,447 - $55,287
-711 Reduced 0.93%
75,867 $5.66 Million
Q3 2021

Oct 29, 2021
BUY
$72.98 - $78.2 $279,294 - $299,271
3,827 Added 5.26%
76,578 $5.69 Million
Q2 2021

Jul 29, 2021
BUY
$73.11 - $77.88 $113,101 - $120,480
1,547 Added 2.17%
72,751 $5.45 Million
Q1 2021

Apr 26, 2021
BUY
$68.58 - $73.12 $65,288 - $69,610
952 Added 1.36%
71,204 $5.13 Million
Q4 2020

Jan 21, 2021
BUY
$58.13 - $69.71 $4.08 Million - $4.9 Million
70,252 New
70,252 $4.85 Million
Q2 2020

Aug 17, 2020
SELL
$47.43 - $60.75 $3.03 Million - $3.88 Million
-63,851 Closed
0 $0
Q1 2020

Apr 27, 2020
SELL
$43.31 - $66.12 $2,988 - $4,562
-69 Reduced 0.11%
63,851 $3.19 Million
Q4 2019

Feb 04, 2020
BUY
$59.36 - $65.51 $115,277 - $127,220
1,942 Added 3.13%
63,920 $4.17 Million
Q3 2019

Oct 17, 2019
BUY
$57.44 - $62.42 $3.56 Million - $3.87 Million
61,978 New
61,978 $3.84 Million

Others Institutions Holding IEFA

# of Institutions
1,968
Shares Held
1.42B
Call Options Held
141K
Put Options Held
534K
View Full List

About ISHARES TR

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