A detailed history of Compass Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,477 shares of IEFA stock, worth $105,398. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,477
Previous 1,477 -0.0%
Holding current value
$105,398
Previous $107 Million 7.45%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$70.77 - $76.19 $141,540 - $152,380
-2,000 Reduced 57.52%
1,477 $107 Million
Q4 2023

Jan 04, 2024

BUY
$61.3 - $70.47 $90,540 - $104,084
1,477 Added 73.85%
3,477 $245 Million
Q2 2023

Jul 27, 2023

SELL
$66.03 - $69.1 $23,110 - $24,184
-350 Reduced 14.89%
2,000 $135 Million
Q1 2023

May 15, 2023

BUY
$62.17 - $67.7 $146,099 - $159,095
2,350 New
2,350 $157 Million

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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