Core Wealth Advisors, Inc. Ishares Tr Transaction History
Core Wealth Advisors, Inc.
- $291 Million
- Q2 2024
A detailed history of Core Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 210,113 shares of IEFA stock, worth $16.5 Million. This represents 5.24% of its overall portfolio holdings.
Number of Shares
210,113
Previous 226,264
7.14%
Holding current value
$16.5 Million
Previous $16.8 Million
9.12%
% of portfolio
5.24%
Previous 5.72%
Shares
12 transactions
Others Institutions Holding IEFA
# of Institutions
1,940Shares Held
1.42BCall Options Held
142KPut Options Held
534K-
Bank Of America Corp Charlotte, NC173MShares$13.5 Billion1.12% of portfolio
-
Morgan Stanley New York, NY98.7MShares$7.73 Billion0.56% of portfolio
-
Jones Financial Companies Lllp84.5MShares$6.62 Billion7.1% of portfolio
-
Wells Fargo & Company San Francisco, CA60.1MShares$4.7 Billion1.07% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.62 Billion14.41% of portfolio