Sja Financial Advisory, LLC Ishares Tr Transaction History

Sja Financial Advisory, LLC

$139 Million
Q4 2024

A detailed history of Sja Financial Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 270,393 shares of IEFA stock, worth $20.6 Million. This represents 13.69% of its overall portfolio holdings.

Number of Shares

270,393

Previous 268,649 0.65%

Holding current value

$20.6 Million

Previous $21 Million 9.37%

% of portfolio

13.69%

Previous 14.35%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$70.06 - $77.43 $122,184 - $135,037	1,744 Added 0.65%	270,393 $19 Million
Q3 2024 Nov 25, 2024	BUY	$70.09 - $78.74 $190,995 - $214,566	2,725 Added 1.02%	268,649 $21 Million
Q2 2024 Jul 31, 2024	BUY	$70.77 - $76.19 $42,462 - $45,714	600 Added 0.23%	265,924 $19.3 Million
Q1 2024 May 10, 2024	BUY	$68.14 - $74.43 $5,655 - $6,177	83 Added 0.03%	265,324 $19.7 Million
Q4 2023 Feb 14, 2024	SELL	$61.3 - $70.47 $52,779 - $60,674	-861 Reduced 0.32%	265,241 $18.7 Million
Q3 2023 Nov 15, 2023	SELL	$64.04 - $69.58 $274,603 - $298,359	-4,288 Reduced 1.59%	266,102 $17.1 Million
Q2 2023 Aug 14, 2023	SELL	$66.03 - $69.1 $27,666 - $28,952	-419 Reduced 0.15%	270,390 $18.3 Million
Q1 2023 Apr 28, 2023	SELL	$62.17 - $67.7 $519,430 - $565,633	-8,355 Reduced 2.99%	270,809 $18.1 Million
Q4 2022 Feb 14, 2023	SELL	$52.35 - $63.65 $745,621 - $906,566	-14,243 Reduced 4.85%	279,164 $17.2 Million
Q3 2022 Feb 14, 2023	BUY	$52.32 - $63.1 $81,096 - $97,805	1,550 Added 0.53%	293,407 $15.7 Million
Q2 2022 Aug 03, 2022	SELL	$57.91 - $70.46 $200,600 - $244,073	-3,464 Reduced 1.17%	291,857 $17.2 Million
Q1 2022 Apr 21, 2022	BUY	$63.26 - $75.48 $504,308 - $601,726	7,972 Added 2.77%	295,321 $20.5 Million
Q4 2021 Feb 16, 2022	BUY	$72.36 - $77.76 $342,841 - $368,426	4,738 Added 1.68%	287,349 $21.4 Million
Q3 2021 Nov 08, 2021	SELL	$72.98 - $78.2 $98,304 - $105,335	-1,347 Reduced 0.47%	282,611 $21 Million
Q2 2021 Jul 21, 2021	BUY	$73.11 - $77.88 $63,898 - $68,067	874 Added 0.31%	283,958 $21.3 Million
Q1 2021 May 14, 2021	SELL	$68.58 - $73.12 $1.18 Million - $1.26 Million	-17,248 Reduced 5.74%	283,084 $20.4 Million
Q4 2020 Feb 08, 2021	SELL	$58.13 - $69.71 $51,270 - $61,484	-882 Reduced 0.29%	300,332 $20.8 Million
Q3 2020 Nov 06, 2020	SELL	$57.43 - $62.28 $621,852 - $674,367	-10,828 Reduced 3.47%	301,214 $18.2 Million
Q2 2020 Aug 12, 2020	SELL	$47.43 - $60.75 $379,060 - $485,514	-7,992 Reduced 2.5%	312,042 $17.8 Million
Q1 2020 May 11, 2020	BUY	$43.31 - $66.12 $1.22 Million - $1.87 Million	28,210 Added 9.67%	320,034 $16 Million
Q4 2019 Feb 05, 2020	SELL	$59.36 - $65.51 $242,841 - $268,001	-4,091 Reduced 1.38%	291,824 $19 Million
Q3 2019 Oct 30, 2019	BUY	$57.44 - $62.42 $49,743 - $54,055	866 Added 0.29%	295,915 $18.1 Million
Q2 2019 Aug 02, 2019	BUY	$59.39 - $62.73 $356,399 - $376,442	6,001 Added 2.08%	295,049 $18.1 Million
Q1 2019 May 03, 2019	BUY	$54.44 - $61.46 $925,588 - $1.04 Million	17,002 Added 6.25%	289,048 $17.6 Million
Q4 2018 Jan 28, 2019	SELL	$53.06 - $64.19 $4.16 Million - $5.03 Million	-78,396 Reduced 22.37%	272,046 $15 Million
Q3 2018 Nov 06, 2018	BUY	$61.82 - $65.16 $4.65 Million - $4.9 Million	75,227 Added 27.33%	350,442 $22.5 Million
Q2 2018 Aug 08, 2018	BUY	$62.74 - $67.79 $722,451 - $780,601	11,515 Added 4.37%	275,215 $17.4 Million
Q1 2018 May 11, 2018	SELL	$64.18 - $70.84 $217,441 - $240,005	-3,388 Reduced 1.27%	263,700 $17.4 Million
Q4 2017 Feb 14, 2018	BUY	$64.09 - $66.44 $17.1 Million - $17.7 Million	267,088	267,088 $17.7 Million

Others Institutions Holding IEFA

# of Institutions

2,153

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

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About ISHARES TR

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Sja Financial Advisory, LLC Ishares Tr Transaction History