Wcg Wealth Advisors LLC Ishares Tr Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 37,655 shares of IEFA stock, worth $2.8 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

37,655

Previous 16,726 125.13%

Holding current value

$2.8 Million

Previous $1.22 Million 141.89%

% of portfolio

0.2%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$70.09 - $78.74 $1.47 Million - $1.65 Million	20,929 Added 125.13%	37,655 $2.94 Million
Q2 2024 Aug 12, 2024	SELL	$70.77 - $76.19 $1.01 Million - $1.09 Million	-14,301 Reduced 46.09%	16,726 $1.22 Million
Q1 2024 May 13, 2024	SELL	$68.14 - $74.43 $1.49 Million - $1.63 Million	-21,863 Reduced 41.34%	31,027 $2.3 Million
Q4 2023 Feb 08, 2024	SELL	$61.3 - $70.47 $1.86 Million - $2.14 Million	-30,354 Reduced 36.46%	52,890 $3.72 Million
Q3 2023 Nov 09, 2023	BUY	$64.04 - $69.58 $185,267 - $201,294	2,893 Added 3.6%	83,244 $5.36 Million
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $4.33 Million - $4.53 Million	65,512 Added 441.49%	80,351 $5.42 Million
Q1 2023 May 15, 2023	SELL	$62.17 - $67.7 $12,993 - $14,149	-209 Reduced 1.39%	14,839 $992,000
Q4 2022 Feb 14, 2023	SELL	$52.35 - $63.65 $37,063 - $45,064	-708 Reduced 4.49%	15,048 $927,000
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $824,353 - $994,203	15,756 New	15,756 $830,000
Q2 2022 Aug 15, 2022	BUY	$57.91 - $70.46 $228,397 - $277,894	3,944 New	3,944 $351,000

Others Institutions Holding IEFA

# of Institutions

2,040

Shares Held

1.44B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Wcg Wealth Advisors LLC Ishares Tr Transaction History