Roger Wittlin Investment Advisory, LLC Ishares Tr Transaction History

Roger Wittlin Investment Advisory, LLC

$176 Million
Q4 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 18,042 shares of IEFA stock, worth $1.38 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

18,042

Previous 23,771 24.1%

Holding current value

$1.38 Million

Previous $1.86 Million 31.7%

% of portfolio

0.72%

Previous 1.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$70.06 - $77.43 $401,373 - $443,596	-5,729 Reduced 24.1%	18,042 $1.27 Million
Q2 2024 Jul 25, 2024	SELL	$70.77 - $76.19 $38,640 - $41,599	-546 Reduced 2.25%	23,771 $1.73 Million
Q1 2024 May 02, 2024	SELL	$68.14 - $74.43 $103,709 - $113,282	-1,522 Reduced 5.89%	24,317 $1.8 Million
Q4 2023 Jan 23, 2024	BUY	$61.3 - $70.47 $326,299 - $375,111	5,323 Added 25.95%	25,839 $1.82 Million
Q3 2023 Nov 14, 2023	BUY	$64.04 - $69.58 $88,311 - $95,950	1,379 Added 7.21%	20,516 $1.32 Million
Q2 2023 Jul 31, 2023	BUY	$66.03 - $69.1 $466,369 - $488,053	7,063 Added 58.5%	19,137 $1.29 Million
Q1 2023 May 12, 2023	BUY	$62.17 - $67.7 $750,640 - $817,409	12,074 New	12,074 $807,000
Q3 2022 Oct 25, 2022	SELL	$52.32 - $63.1 $3.46 Million - $4.17 Million	-66,073 Reduced 99.93%	49 $2,000
Q2 2022 Jul 25, 2022	SELL	$57.91 - $70.46 $1.65 Million - $2.01 Million	-28,537 Reduced 30.15%	66,122 $3.89 Million
Q1 2022 May 16, 2022	SELL	$63.26 - $75.48 $1.46 Million - $1.74 Million	-23,029 Reduced 19.57%	94,659 $6.58 Million
Q4 2021 Feb 18, 2022	BUY	$72.36 - $77.76 $8.52 Million - $9.15 Million	117,688 New	117,688 $8.78 Million

Others Institutions Holding IEFA

# of Institutions

2,153

Shares Held

1.52B

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 Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.

Account

Roger Wittlin Investment Advisory, LLC Ishares Tr Transaction History