Black Diamond Wealth Management Inc. Ishares Tr Transaction History

Black Diamond Wealth Management Inc.

$135 Million
Q3 2024

A detailed history of Black Diamond Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 6,139 shares of IEFA stock, worth $431,510. This represents 0.36% of its overall portfolio holdings.

Number of Shares

6,139

Previous 7,881 22.1%

Holding current value

$431,510

Previous $572,000 16.26%

% of portfolio

0.36%

Previous 0.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$70.09 - $78.74 $122,096 - $137,165	-1,742 Reduced 22.1%	6,139 $479,000
Q2 2024 Aug 13, 2024	BUY	$70.77 - $76.19 $331,274 - $356,645	4,681 Added 146.28%	7,881 $572,000
Q1 2024 May 13, 2024	SELL	$68.14 - $74.43 $42,178 - $46,072	-619 Reduced 16.21%	3,200 $237,000
Q4 2023 Feb 09, 2024	BUY	$61.3 - $70.47 $24,213 - $27,835	395 Added 11.54%	3,819 $268,000
Q3 2023 Nov 01, 2023	BUY	$64.04 - $69.58 $219,272 - $238,241	3,424 New	3,424 $220,000
Q1 2023 May 02, 2023	SELL	$62.17 - $67.7 $176,935 - $192,674	-2,846 Reduced 47.54%	3,140 $209,000
Q4 2022 Jan 17, 2023	BUY	$52.35 - $63.65 $313,367 - $381,008	5,986 New	5,986 $0
Q2 2022 Jul 22, 2022	BUY	$57.91 - $70.46 $267,660 - $325,666	4,622 New	4,622 $274,000
Q1 2022 May 04, 2022	SELL	$63.26 - $75.48 $460,659 - $549,645	-7,282 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$72.36 - $77.76 $526,925 - $566,248	7,282 New	7,282 $544,000

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 Black Diamond Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Black Diamond Wealth Management Inc. with notifications on news.

Account

Black Diamond Wealth Management Inc. Ishares Tr Transaction History