Accurate Wealth Management, LLC Ishares Tr Transaction History

Accurate Wealth Management, LLC

$464 Million
Q3 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 59,311 shares of IEFA stock, worth $4.19 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

59,311

Previous 45,997 28.95%

Holding current value

$4.19 Million

Previous $3.34 Million 38.55%

% of portfolio

1.0%

Previous 0.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$70.09 - $78.74 $933,178 - $1.05 Million	13,314 Added 28.95%	59,311 $4.63 Million
Q2 2024 Jul 17, 2024	BUY	$70.77 - $76.19 $370,693 - $399,083	5,238 Added 12.85%	45,997 $3.34 Million
Q1 2024 Apr 22, 2024	SELL	$68.14 - $74.43 $62,075 - $67,805	-911 Reduced 2.19%	40,759 $3.03 Million
Q4 2023 Jan 12, 2024	BUY	$61.3 - $70.47 $12,321 - $14,164	201 Added 0.48%	41,670 $2.93 Million
Q3 2023 Oct 23, 2023	BUY	$64.04 - $69.58 $612,670 - $665,671	9,567 Added 29.99%	41,469 $2.67 Million
Q2 2023 Jul 24, 2023	BUY	$66.03 - $69.1 $850,598 - $890,146	12,882 Added 67.73%	31,902 $2.15 Million
Q1 2023 Apr 13, 2023	BUY	$62.17 - $67.7 $162,388 - $176,832	2,612 Added 15.92%	19,020 $1.27 Million
Q4 2022 Jan 11, 2023	BUY	$52.35 - $63.65 $858,958 - $1.04 Million	16,408 New	16,408 $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

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Accurate Wealth Management, LLC Ishares Tr Transaction History