Twin Peaks Wealth Advisors, LLC Ishares Tr Transaction History

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 3,712 shares of IEFA stock, worth $274,613. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,712
Previous 3,004 23.57%
Holding current value
$274,613
Previous $234 Million 11.27%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$70.06 - $77.43 $49,602 - $54,820
708 Added 23.57%
3,712 $261 Million
Q3 2024

Oct 25, 2024
BUY
$70.09 - $78.74 $3,925 - $4,409
56 Added 1.9%
3,004 $234 Million
Q2 2024

Jul 31, 2024
SELL
$70.77 - $76.19 $41,612 - $44,799
-588 Reduced 16.63%
2,948 $214 Million
Q1 2024

Apr 23, 2024
SELL
$68.14 - $74.43 $112,499 - $122,883
-1,651 Reduced 31.83%
3,536 $262 Million
Q4 2023

Jan 17, 2024
BUY
$61.3 - $70.47 $317,963 - $365,527
5,187 New
5,187 $365 Million

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

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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