Wade Financial Advisory, Inc Ishares Tr Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Tr stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 98,328 shares of IEFA stock, worth $7.44 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

98,328

Previous 94,179 4.41%

Holding current value

$7.44 Million

Previous $7.35 Million 5.99%

% of portfolio

2.34%

Previous 2.48%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$70.06 - $77.43 $290,678 - $321,257	4,149 Added 4.41%	98,328 $6.91 Million
Q3 2024 Oct 28, 2024	BUY	$70.09 - $78.74 $259,262 - $291,259	3,699 Added 4.09%	94,179 $7.35 Million
Q2 2024 Jul 25, 2024	SELL	$70.77 - $76.19 $146,847 - $158,094	-2,075 Reduced 2.24%	90,480 $6.57 Million
Q1 2024 May 13, 2024	SELL	$68.14 - $74.43 $169,259 - $184,884	-2,484 Reduced 2.61%	92,555 $6.87 Million
Q4 2023 Feb 09, 2024	BUY	$61.3 - $70.47 $383,002 - $440,296	6,248 Added 7.04%	95,039 $6.69 Million
Q3 2023 Oct 10, 2023	BUY	$64.04 - $69.58 $40,281 - $43,765	629 Added 0.71%	88,791 $5.71 Million
Q2 2023 Aug 09, 2023	BUY	$66.03 - $69.1 $15,054 - $15,754	228 Added 0.26%	88,162 $5.95 Million
Q1 2023 Apr 07, 2023	SELL	$62.17 - $67.7 $5,843 - $6,363	-94 Reduced 0.11%	87,934 $5.88 Million
Q4 2022 Jan 12, 2023	SELL	$52.35 - $63.65 $1.35 Million - $1.64 Million	-25,759 Reduced 22.64%	88,028 $0
Q3 2022 Oct 26, 2022	BUY	$52.32 - $63.1 $1.63 Million - $1.97 Million	31,150 Added 37.69%	113,787 $5.99 Million
Q2 2022 Aug 05, 2022	BUY	$57.91 - $70.46 $465,770 - $566,709	8,043 Added 10.78%	82,637 $4.86 Million
Q1 2022 Apr 21, 2022	BUY	$63.26 - $75.48 $1.84 Million - $2.2 Million	29,112 Added 64.01%	74,594 $5.19 Million
Q4 2021 Feb 08, 2022	BUY	$72.36 - $77.76 $56,585 - $60,808	782 Added 1.75%	45,482 $3.4 Million
Q3 2021 Nov 02, 2021	SELL	$72.98 - $78.2 $9,560 - $10,244	-131 Reduced 0.29%	44,700 $3.32 Million
Q2 2021 Jul 29, 2021	BUY	$73.11 - $77.88 $38,748 - $41,276	530 Added 1.2%	44,831 $3.36 Million
Q1 2021 Apr 14, 2021	SELL	$68.58 - $73.12 $4,389 - $4,679	-64 Reduced 0.14%	44,301 $3.19 Million
Q4 2020 Mar 10, 2021	BUY	$58.13 - $69.71 $37,203 - $44,614	640 Added 1.46%	44,365 $3.07 Million
Q3 2020 Nov 03, 2020	SELL	$57.43 - $62.28 $6,891 - $7,473	-120 Reduced 0.27%	43,725 $2.64 Million
Q2 2020 Jul 16, 2020	SELL	$47.43 - $60.75 $600,368 - $768,973	-12,658 Reduced 22.4%	43,845 $2.51 Million
Q1 2020 Apr 27, 2020	BUY	$43.31 - $66.12 $2.15 Million - $3.28 Million	49,678 Added 727.88%	56,503 $2.82 Million
Q4 2019 Feb 11, 2020	BUY	$59.36 - $65.51 $405,132 - $447,105	6,825 New	6,825 $445,000

Others Institutions Holding IEFA

# of Institutions

2,152

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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Wade Financial Advisory, Inc Ishares Tr Transaction History