A detailed history of Core Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 211,724 shares of IEFA stock, worth $14.9 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares
211,724
Previous 210,113 0.77%
Holding current value
$14.9 Million
Previous $15.3 Million 8.28%
% of portfolio
5.33%
Previous 5.24%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$70.09 - $78.74 $112,914 - $126,850
1,611 Added 0.77%
211,724 $16.5 Million
Q2 2024

Aug 15, 2024

SELL
$70.77 - $76.19 $1.14 Million - $1.23 Million
-16,151 Reduced 7.14%
210,113 $15.3 Million
Q1 2024

May 15, 2024

BUY
$68.14 - $74.43 $323,528 - $353,393
4,748 Added 2.14%
226,264 $16.8 Million
Q4 2023

Feb 14, 2024

BUY
$61.3 - $70.47 $165,264 - $189,987
2,696 Added 1.23%
221,516 $15.6 Million
Q3 2023

Nov 13, 2023

BUY
$64.04 - $69.58 $869,535 - $944,757
13,578 Added 6.62%
218,820 $14.1 Million
Q2 2023

Aug 14, 2023

BUY
$66.03 - $69.1 $251,640 - $263,340
3,811 Added 1.89%
205,242 $13.9 Million
Q1 2023

Apr 27, 2023

SELL
$62.17 - $67.7 $2.09 Million - $2.27 Million
-33,586 Reduced 14.29%
201,431 $13.5 Million
Q4 2022

Feb 14, 2023

SELL
$52.35 - $63.65 $570,824 - $694,039
-10,904 Reduced 4.43%
235,017 $14.5 Million
Q3 2022

Nov 10, 2022

BUY
$52.32 - $63.1 $971,948 - $1.17 Million
18,577 Added 8.17%
245,921 $13 Million
Q2 2022

Aug 12, 2022

SELL
$57.91 - $70.46 $1.98 Million - $2.41 Million
-34,153 Reduced 13.06%
227,344 $13.4 Million
Q1 2022

May 16, 2022

BUY
$63.26 - $75.48 $6.28 Million - $7.49 Million
99,203 Added 61.13%
261,497 $18.2 Million
Q4 2021

Feb 14, 2022

BUY
$72.36 - $77.76 $6.66 Million - $7.15 Million
91,994 Added 130.86%
162,294 $12.1 Million
Q3 2021

Nov 09, 2021

BUY
$72.98 - $78.2 $5.13 Million - $5.5 Million
70,300 New
70,300 $5.22 Million

Others Institutions Holding IEFA

About ISHARES TR


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