Altus Wealth Group LLC Ishares Tr Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

A detailed history of Altus Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Altus Wealth Group LLC holds 5,687 shares of IEFA stock, worth $418,449. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,687

Previous 3,302 72.23%

Holding current value

$418,449

Previous $239,000 85.36%

% of portfolio

0.19%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$70.09 - $78.74 $167,164 - $187,794	2,385 Added 72.23%	5,687 $443,000
Q2 2024 Aug 05, 2024	SELL	$70.77 - $76.19 $357,813 - $385,216	-5,056 Reduced 60.49%	3,302 $239,000
Q1 2024 May 02, 2024	SELL	$68.14 - $74.43 $408,567 - $446,282	-5,996 Reduced 41.77%	8,358 $620,000
Q4 2023 Jan 29, 2024	BUY	$61.3 - $70.47 $17,286 - $19,872	282 Added 2.0%	14,354 $1.01 Million
Q3 2023 Nov 13, 2023	SELL	$64.04 - $69.58 $23,374 - $25,396	-365 Reduced 2.53%	14,072 $905,000
Q2 2023 Aug 03, 2023	BUY	$66.03 - $69.1 $713,784 - $746,970	10,810 Added 298.04%	14,437 $974,000
Q1 2023 May 01, 2023	BUY	$62.17 - $67.7 $225,490 - $245,547	3,627 New	3,627 $242,000
Q1 2021 May 14, 2021	SELL	$68.58 - $73.12 $12,344 - $13,161	-180 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$58.13 - $69.71 $10,463 - $12,547	180 New	180 $12,000

Others Institutions Holding IEFA

# of Institutions

2,048

Shares Held

1.45B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Altus Wealth Group LLC Ishares Tr Transaction History