Martel Wealth Advisors Inc Ishares Tr Transaction History

Martel Wealth Advisors Inc

$512 Billion
Q4 2024

A detailed history of Martel Wealth Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 284,071 shares of IEFA stock, worth $21 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares

284,071

Previous 284,467 0.14%

Holding current value

$21 Million

Previous $21.9 Billion 8.9%

% of portfolio

3.9%

Previous 4.48%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$70.06 - $77.43 $27,743 - $30,662	-396 Reduced 0.14%	284,071 $20 Billion
Q3 2024 Oct 09, 2024	BUY	$70.09 - $78.74 $141,862 - $159,369	2,024 Added 0.72%	284,467 $21.9 Billion
Q2 2024 Oct 09, 2024	BUY	$70.77 - $76.19 $85,631 - $92,189	1,210 Added 0.43%	282,443 $20.5 Billion
Q1 2024 Oct 09, 2024	SELL	$68.14 - $74.43 $99,007 - $108,146	-1,453 Reduced 0.51%	281,233 $20.9 Billion
Q4 2023 Oct 09, 2024	BUY	$61.3 - $70.47 $185,677 - $213,453	3,029 Added 1.08%	282,686 $19.9 Billion
Q3 2023 Oct 09, 2024	SELL	$64.04 - $69.58 $768 - $834	-12 Reduced -0.0%	279,657 $18 Billion
Q2 2023 Oct 09, 2024	BUY	$66.03 - $69.1 $4.29 Million - $4.49 Million	64,990 Added 30.27%	279,669 $18.9 Billion
Q1 2023 Oct 09, 2024	BUY	$62.17 - $67.7 $922,229 - $1 Million	14,834 Added 7.42%	214,679 $14.4 Billion
Q4 2022 Oct 09, 2024	BUY	$52.35 - $63.65 $5.38 Million - $6.54 Million	102,773 Added 105.87%	199,845 $12.3 Billion
Q3 2022 Oct 09, 2024	BUY	$52.32 - $63.1 $1.75 Million - $2.11 Million	33,465 Added 52.61%	97,072 $5.11 Billion
Q2 2022 Oct 09, 2024	BUY	$57.91 - $70.46 $1.35 Million - $1.64 Million	23,292 Added 57.78%	63,607 $3.74 Billion
Q1 2022 Oct 09, 2024	BUY	$63.26 - $75.48 $191,108 - $228,025	3,021 Added 8.1%	40,315 $2.8 Billion
Q4 2021 Oct 09, 2024	BUY	$72.36 - $77.76 $46,889 - $50,388	648 Added 1.77%	37,294 $2.78 Billion
Q3 2021 Oct 09, 2024	BUY	$72.98 - $78.2 $87,940 - $94,231	1,205 Added 3.4%	36,646 $2.72 Billion
Q2 2021 Oct 09, 2024	BUY	$73.11 - $77.88 $108,275 - $115,340	1,481 Added 4.36%	35,441 $2.65 Billion
Q1 2021 Oct 09, 2024	BUY	$68.58 - $73.12 $77,632 - $82,771	1,132 Added 3.45%	33,960 $2.45 Billion
Q4 2020 Oct 09, 2024	BUY	$58.13 - $69.71 $1.91 Million - $2.29 Million	32,828 New	32,828 $2.27 Billion
Q3 2020 Oct 18, 2024	SELL	$57.43 - $62.28 $20,215 - $21,922	-352 Reduced 1.21%	28,790 $1.74 Billion
Q2 2020 Oct 18, 2024	SELL	$47.43 - $60.75 $47,430 - $60,750	-1,000 Reduced 3.32%	29,142 $1.67 Billion
Q1 2020 Oct 18, 2024	BUY	$43.31 - $66.12 $268,608 - $410,076	6,202 Added 25.91%	30,142 $1.5 Billion
Q4 2019 Oct 18, 2024	BUY	$59.36 - $65.51 $32,648 - $36,030	550 Added 2.35%	23,940 $1.56 Billion
Q3 2019 Oct 18, 2024	BUY	$57.44 - $62.42 $49,972 - $54,305	870 Added 3.86%	23,390 $1.43 Billion
Q2 2019 Oct 18, 2024	BUY	$59.39 - $62.73 $52,975 - $55,955	892 Added 4.12%	22,520 $1.38 Billion
Q1 2019 Oct 18, 2024	BUY	$54.44 - $61.46 $53,841 - $60,783	989 Added 4.79%	21,628 $1.31 Billion
Q4 2018 Oct 18, 2024	BUY	$53.06 - $64.19 $142,200 - $172,029	2,680 Added 14.92%	20,639 $1.14 Billion
Q3 2018 Oct 18, 2024	SELL	$61.82 - $65.16 $16.5 Million - $17.4 Million	-266,508 Reduced 93.69%	17,959 $1.15 Billion

Others Institutions Holding IEFA

# of Institutions

2,065

Shares Held

1.49B

Call Options Held

164K

Put Options Held

52.1K

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 Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.

Account

Martel Wealth Advisors Inc Ishares Tr Transaction History