Motive Wealth Advisors Ishares Tr Transaction History

Motive Wealth Advisors

$185 Million
Q4 2024

A detailed history of Motive Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Motive Wealth Advisors holds 151,826 shares of IEFA stock, worth $11.5 Million. This represents 5.77% of its overall portfolio holdings.

Number of Shares

151,826

Previous 154,135 1.5%

Holding current value

$11.5 Million

Previous $12 Million 11.31%

% of portfolio

5.77%

Previous 6.92%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$70.06 - $77.43 $161,768 - $178,785	-2,309 Reduced 1.5%	151,826 $10.7 Million
Q2 2024 Jul 22, 2024	SELL	$70.77 - $76.19 $260,858 - $280,836	-3,686 Reduced 2.34%	154,135 $11.2 Million
Q1 2024 May 06, 2024	BUY	$68.14 - $74.43 $3.2 Million - $3.49 Million	46,932 Added 42.32%	157,821 $11.7 Million
Q4 2023 Feb 13, 2024	SELL	$61.3 - $70.47 $946,533 - $1.09 Million	-15,441 Reduced 12.22%	110,889 $7.8 Million
Q3 2023 Nov 14, 2023	SELL	$64.04 - $69.58 $38,616 - $41,956	-603 Reduced 0.48%	126,330 $8.13 Million
Q2 2023 Aug 01, 2023	SELL	$66.03 - $69.1 $157,019 - $164,319	-2,378 Reduced 1.84%	126,933 $8.57 Million
Q1 2023 May 03, 2023	SELL	$62.17 - $67.7 $3.14 Million - $3.42 Million	-50,485 Reduced 28.08%	129,311 $8.64 Million
Q4 2022 Jan 27, 2023	BUY	$52.35 - $63.65 $1.82 Million - $2.22 Million	34,809 Added 24.01%	179,796 $0
Q3 2022 Oct 21, 2022	BUY	$52.32 - $63.1 $2.13 Million - $2.57 Million	40,703 Added 39.03%	144,987 $7.64 Million
Q2 2022 Aug 03, 2022	BUY	$57.91 - $70.46 $482,216 - $586,720	8,327 Added 8.68%	104,284 $6.14 Million
Q1 2022 May 03, 2022	BUY	$63.26 - $75.48 $688,015 - $820,920	10,876 Added 12.78%	95,957 $6.67 Million
Q4 2021 Feb 08, 2022	BUY	$72.36 - $77.76 $739,808 - $795,018	10,224 Added 13.66%	85,081 $6.35 Million
Q3 2021 Nov 16, 2021	BUY	$72.98 - $78.2 $328,191 - $351,665	4,497 Added 6.39%	74,857 $5.56 Million
Q2 2021 Aug 16, 2021	BUY	$73.11 - $77.88 $5.14 Million - $5.48 Million	70,360 New	70,360 $5.27 Million

Others Institutions Holding IEFA

# of Institutions

2,119

Shares Held

1.5B

Call Options Held

155K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Motive Wealth Advisors Ishares Tr Transaction History