Polaris Wealth Advisory Group, LLC Ishares Tr Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 61,407 shares of IEFA stock, worth $5.45 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

61,407

Holding current value

$5.45 Million

% of portfolio

0.3%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$64.04 - $69.58 $3.93 Million - $4.27 Million	61,407 New	61,407 $3.95 Million
Q1 2023 May 03, 2023	SELL	$62.17 - $67.7 $191,670 - $208,719	-3,083 Reduced 6.32%	45,721 $3.06 Million
Q4 2022 Jan 19, 2023	BUY	$52.35 - $63.65 $2.55 Million - $3.11 Million	48,804 New	48,804 $0
Q1 2022 Apr 19, 2022	SELL	$63.26 - $75.48 $2.98 Million - $3.56 Million	-47,175 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$72.36 - $77.76 $24,457 - $26,282	-338 Reduced 0.71%	47,175 $3.52 Million

Q3 2021 Oct 18, 2021	BUY	$72.98 - $78.2 $3.47 Million - $3.72 Million	47,513 New	47,513 $3.52 Million
Q2 2021 Jul 23, 2021	SELL	$73.11 - $77.88 $3.35 Million - $3.57 Million	-45,872 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$68.58 - $73.12 $338,853 - $361,285	4,941 Added 12.07%	45,872 $3.4 Million
Q4 2020 Jan 25, 2021	BUY	$58.13 - $69.71 $2.38 Million - $2.85 Million	40,931 New	40,931 $2.94 Million
Q1 2020 Apr 09, 2020	SELL	$43.31 - $66.12 $705,736 - $1.08 Million	-16,295 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$59.36 - $65.51 $333,128 - $367,642	5,612 Added 52.53%	16,295 $1.07 Million
Q3 2019 Oct 09, 2019	BUY	$57.44 - $62.42 $613,631 - $666,832	10,683 New	10,683 $634,000

Others Institutions Holding IEFA

# of Institutions

2,464

Shares Held

1.59B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
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Polaris Wealth Advisory Group, LLC Ishares Tr Transaction History