Wiser Wealth Management, Inc Ishares Tr Transaction History

Wiser Wealth Management, Inc

$348 Million
Q3 2024

A detailed history of Wiser Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 31,230 shares of IEFA stock, worth $2.31 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

31,230

Previous 15,381 103.04%

Holding current value

$2.31 Million

Previous $1.12 Million 118.17%

% of portfolio

0.7%

Previous 0.35%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$70.09 - $78.74 $1.11 Million - $1.25 Million	15,849 Added 103.04%	31,230 $2.44 Million
Q2 2024 Jul 22, 2024	BUY	$70.77 - $76.19 $476,352 - $512,834	6,731 Added 77.82%	15,381 $1.12 Million
Q1 2024 Apr 19, 2024	BUY	$68.14 - $74.43 $4,156 - $4,540	61 Added 0.71%	8,650 $642,000
Q4 2023 Jan 05, 2024	BUY	$61.3 - $70.47 $63,935 - $73,500	1,043 Added 13.82%	8,589 $604,000
Q3 2023 Oct 19, 2023	BUY	$64.04 - $69.58 $60,325 - $65,544	942 Added 14.26%	7,546 $485,000
Q2 2023 Aug 01, 2023	SELL	$66.03 - $69.1 $4,952 - $5,182	-75 Reduced 1.12%	6,604 $445,000
Q1 2023 May 05, 2023	BUY	$62.17 - $67.7 $4,662 - $5,077	75 Added 1.14%	6,679 $446,000
Q4 2022 Feb 03, 2023	BUY	$52.35 - $63.65 $127,629 - $155,178	2,438 Added 58.52%	6,604 $407,000
Q3 2022 Oct 11, 2022	SELL	$52.32 - $63.1 $2.13 Million - $2.57 Million	-40,736 Reduced 90.72%	4,166 $219,000
Q2 2022 Jul 14, 2022	BUY	$57.91 - $70.46 $2.6 Million - $3.16 Million	44,902 New	44,902 $2.64 Million

Others Institutions Holding IEFA

# of Institutions

1,968

Shares Held

1.42B

Call Options Held

141K

Put Options Held

534K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
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Wiser Wealth Management, Inc Ishares Tr Transaction History