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 $535,000. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,271

Previous 3,478 109.06%

Holding current value

$535,000

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

2,048

Shares Held

1.45B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Fsm Wealth Advisors, LLC Ishares Tr Transaction History