Capital Advisors Wealth Management, LLC Ishares Tr Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,880 shares of IEFA stock, worth $211,910. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,880
Previous 3,121 7.72%
Holding current value
$211,910
Previous $243,000 16.87%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$70.06 - $77.43 $16,884 - $18,660
-241 Reduced 7.72%
2,880 $202,000
Q3 2024

Oct 15, 2024
SELL
$70.09 - $78.74 $3,504 - $3,936
-50 Reduced 1.58%
3,121 $243,000
Q1 2024

Apr 12, 2024
SELL
$68.14 - $74.43 $34,070 - $37,215
-500 Reduced 13.62%
3,171 $235,000
Q3 2023

Oct 10, 2023
BUY
$64.04 - $69.58 $235,090 - $255,428
3,671 New
3,671 $236,000

Others Institutions Holding IEFA

# of Institutions
2,043
Shares Held
1.44B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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