Tandem Wealth Advisors LLC Ishares Tr Msci Eafe ETF Transaction History

Tandem Wealth Advisors LLC

$197 Million
Q3 2024

A detailed history of Tandem Wealth Advisors LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 208,921 shares of EFA stock, worth $16.1 Million. This represents 8.89% of its overall portfolio holdings.

Number of Shares

208,921

Previous 250,976 16.76%

Holding current value

$16.1 Million

Previous $19.7 Million 11.12%

% of portfolio

8.89%

Previous 10.58%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$75.32 - $84.37 $3.17 Million - $3.55 Million	-42,055 Reduced 16.76%	208,921 $17.5 Million
Q2 2024 Aug 08, 2024	BUY	$76.09 - $82.16 $284,120 - $306,785	3,734 Added 1.51%	250,976 $19.7 Million
Q1 2024 May 09, 2024	BUY	$73.11 - $80.04 $86,562 - $94,767	1,184 Added 0.48%	247,242 $19.7 Million
Q4 2023 Jan 17, 2024	SELL	$65.84 - $75.47 $314,451 - $360,444	-4,776 Reduced 1.9%	246,058 $18.5 Million
Q3 2023 Oct 27, 2023	BUY	$68.56 - $74.46 $445,365 - $483,692	6,496 Added 2.66%	250,834 $17.3 Million
Q2 2023 Aug 16, 2023	BUY	$70.67 - $73.9 $212 - $221	3 Added 0.0%	244,338 $17.7 Billion
Q1 2023 Jul 07, 2023	SELL	$66.22 - $72.19 $770,271 - $839,714	-11,632 Reduced 4.54%	244,335 $17.5 Billion
Q4 2022 Feb 23, 2023	BUY	$55.71 - $67.79 $14.3 Million - $17.4 Million	255,967 New	255,967 $16.8 Billion

Others Institutions Holding EFA

# of Institutions

2,118

Shares Held

572M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Tandem Wealth Advisors LLC Ishares Tr Msci Eafe ETF Transaction History