Fsm Wealth Advisors, LLC Ishares Tr Transaction History

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 7,271 shares of IEFA stock, worth $564,302. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,271

Previous 3,478 109.06%

Holding current value

$564,302

Previous $271,000 88.56%

% of portfolio

0.13%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$70.06 - $77.43 $265,737 - $293,691	3,793 Added 109.06%	7,271 $511,000
Q3 2024 Oct 30, 2024	BUY	$70.09 - $78.74 $243,773 - $273,857	3,478 New	3,478 $271,000
Q1 2024 May 14, 2024	SELL	$68.14 - $74.43 $254,843 - $278,368	-3,740 Closed	0 $0
Q4 2023 May 14, 2024	BUY	$61.3 - $70.47 $13,179 - $15,151	215 Added 6.1%	3,740 $263,000
Q3 2023 Nov 14, 2023	SELL	$64.04 - $69.58 $91,897 - $99,847	-1,435 Reduced 28.93%	3,525 $226,000
Q2 2023 Jul 12, 2023	BUY	$66.03 - $69.1 $21,063 - $22,042	319 Added 6.87%	4,960 $334,000
Q4 2022 Jan 19, 2023	SELL	$52.35 - $63.65 $3,978 - $4,837	-76 Reduced 1.61%	4,641 $0
Q3 2022 Oct 24, 2022	SELL	$52.32 - $63.1 $3,243 - $3,912	-62 Reduced 1.3%	4,717 $248,000
Q2 2022 Aug 12, 2022	BUY	$57.91 - $70.46 $276,751 - $336,728	4,779 New	4,779 $294,000

Others Institutions Holding IEFA

# of Institutions

2,162

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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Account

Fsm Wealth Advisors, LLC Ishares Tr Transaction History