Wela Strategies, Inc. Ishares Tr Transaction History

Wela Strategies, Inc.

$241 Million
Q4 2024

A detailed history of Wela Strategies, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wela Strategies, Inc. holds 286,723 shares of IEFA stock, worth $21.7 Million. This represents 8.35% of its overall portfolio holdings.

Number of Shares

286,723

Previous 273,839 4.7%

Holding current value

$21.7 Million

Previous $21.4 Million 5.72%

% of portfolio

8.35%

Previous 9.34%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$70.06 - $77.43 $902,653 - $997,608	12,884 Added 4.7%	286,723 $20.2 Million
Q3 2024 Oct 17, 2024	BUY	$70.09 - $78.74 $38,128 - $42,834	544 Added 0.2%	273,839 $21.4 Million
Q2 2024 Jul 12, 2024	BUY	$70.77 - $76.19 $232,620 - $250,436	3,287 Added 1.22%	273,295 $19.9 Million
Q1 2024 Apr 15, 2024	BUY	$68.14 - $74.43 $815,295 - $890,554	11,965 Added 4.64%	270,008 $20 Million
Q4 2023 Jan 05, 2024	BUY	$61.3 - $70.47 $89,007 - $102,322	1,452 Added 0.57%	258,043 $18.2 Million
Q3 2023 Oct 16, 2023	BUY	$64.04 - $69.58 $316,421 - $343,794	4,941 Added 1.96%	256,591 $16.5 Million
Q2 2023 Jul 11, 2023	SELL	$66.03 - $69.1 $211,758 - $221,603	-3,207 Reduced 1.26%	251,650 $17 Million
Q1 2023 Apr 10, 2023	BUY	$62.17 - $67.7 $4.86 Million - $5.29 Million	78,178 Added 44.25%	254,857 $17 Million
Q4 2022 Jan 05, 2023	BUY	$52.35 - $63.65 $69,520 - $84,527	1,328 Added 0.76%	176,679 $10.9 Million
Q3 2022 Oct 07, 2022	SELL	$52.32 - $63.1 $4.01 Million - $4.84 Million	-76,645 Reduced 30.42%	175,351 $9.22 Million
Q2 2022 Jul 06, 2022	SELL	$57.91 - $70.46 $108,465 - $131,971	-1,873 Reduced 0.74%	251,996 $14.8 Million
Q1 2022 Apr 13, 2022	BUY	$63.26 - $75.48 $6.54 Million - $7.8 Million	103,315 Added 68.62%	253,869 $17.6 Million
Q4 2021 Jan 10, 2022	BUY	$72.36 - $77.76 $414,333 - $445,253	5,726 Added 3.95%	150,554 $11.2 Million
Q3 2021 Oct 13, 2021	BUY	$72.98 - $78.2 $2.82 Million - $3.02 Million	38,643 Added 36.39%	144,828 $10.8 Million
Q2 2021 Jul 19, 2021	BUY	$73.11 - $77.88 $337,329 - $359,338	4,614 Added 4.54%	106,185 $8.84 Million
Q1 2021 Apr 26, 2021	SELL	$68.58 - $73.12 $2.7 Million - $2.88 Million	-39,406 Reduced 27.95%	101,571 $7.32 Million
Q4 2020 Jan 21, 2021	BUY	$58.13 - $69.71 $33,773 - $40,501	581 Added 0.41%	140,977 $9.74 Million
Q3 2020 Oct 29, 2020	SELL	$57.43 - $62.28 $725,742 - $787,032	-12,637 Reduced 8.26%	140,396 $8.46 Million
Q2 2020 Jul 20, 2020	SELL	$47.43 - $60.75 $26,371 - $33,777	-556 Reduced 0.36%	153,033 $8.75 Million
Q1 2020 Apr 13, 2020	SELL	$43.31 - $66.12 $2.48 Million - $3.79 Million	-57,283 Reduced 27.16%	153,589 $7.66 Million
Q4 2019 Jan 21, 2020	SELL	$59.36 - $65.51 $142,879 - $157,682	-2,407 Reduced 1.13%	210,872 $13.8 Million
Q3 2019 Oct 28, 2019	SELL	$57.44 - $62.42 $846,378 - $919,758	-14,735 Reduced 6.46%	213,279 $13 Million
Q2 2019 Jul 18, 2019	BUY	$59.39 - $62.73 $459,381 - $485,216	7,735 Added 3.51%	228,014 $14 Million
Q1 2019 Apr 24, 2019	BUY	$54.44 - $61.46 $464,699 - $524,622	8,536 Added 4.03%	220,279 $13.4 Million
Q4 2018 Jan 29, 2019	BUY	$53.06 - $64.19 $532,987 - $644,788	10,045 Added 4.98%	211,743 $11.6 Million
Q3 2018 Oct 22, 2018	BUY	$61.82 - $65.16 $1.19 Million - $1.25 Million	19,246 Added 10.55%	201,698 $12.9 Million
Q2 2018 Jul 17, 2018	BUY	$62.74 - $67.79 $1.61 Million - $1.74 Million	25,683 Added 16.38%	182,452 $11.6 Million
Q1 2018 Apr 25, 2018	SELL	$64.18 - $70.84 $3.46 Million - $3.82 Million	-53,863 Reduced 25.57%	156,769 $10.3 Million
Q4 2017 Jan 18, 2018	BUY	$64.09 - $66.44 $13.5 Million - $14 Million	210,632	210,632 $13.9 Million

Others Institutions Holding IEFA

# of Institutions

2,152

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 Wela Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wela Strategies, Inc. with notifications on news.

Account

Wela Strategies, Inc. Ishares Tr Transaction History