Daymark Wealth Partners, LLC Ishares Tr Transaction History

Daymark Wealth Partners, LLC

$2.95 Billion
Q3 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 14,754 shares of IEFA stock, worth $1.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

14,754

Previous 15,679 5.9%

Holding current value

$1.04 Million

Previous $1.14 Million 1.14%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$70.09 - $78.74 $64,833 - $72,834	-925 Reduced 5.9%	14,754 $1.15 Million
Q2 2024 Aug 14, 2024	BUY	$70.77 - $76.19 $328,372 - $353,521	4,640 Added 42.03%	15,679 $1.14 Million
Q1 2024 Apr 10, 2024	SELL	$68.14 - $74.43 $13,764 - $15,034	-202 Reduced 1.8%	11,039 $819,000
Q4 2023 Jan 09, 2024	BUY	$61.3 - $70.47 $64,181 - $73,782	1,047 Added 10.27%	11,241 $790,000
Q3 2023 Oct 10, 2023	BUY	$64.04 - $69.58 $126,863 - $137,837	1,981 Added 24.12%	10,194 $655,000
Q2 2023 Jul 19, 2023	SELL	$66.03 - $69.1 $330 - $345	-5 Reduced 0.06%	8,213 $554,000
Q1 2023 Apr 20, 2023	BUY	$62.17 - $67.7 $251,726 - $274,117	4,049 Added 97.12%	8,218 $549,000
Q4 2022 Jan 25, 2023	BUY	$52.35 - $63.65 $218,247 - $265,356	4,169 New	4,169 $0

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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 Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Account

Daymark Wealth Partners, LLC Ishares Tr Transaction History