Elmwood Wealth Management, Inc. Ishares Tr Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 62,308 shares of IEFA stock, worth $4.75 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

62,308

Previous 65,149 4.36%

Holding current value

$4.75 Million

Previous $5.08 Million 13.87%

% of portfolio

1.92%

Previous 2.29%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$70.06 - $77.43 $199,040 - $219,978	-2,841 Reduced 4.36%	62,308 $4.38 Million
Q3 2024 Oct 11, 2024	BUY	$70.09 - $78.74 $929,954 - $1.04 Million	13,268 Added 25.57%	65,149 $5.08 Million
Q2 2024 Aug 13, 2024	BUY	$70.77 - $76.19 $3.43 Million - $3.7 Million	48,507 Added 1437.67%	51,881 $3.77 Million
Q1 2024 May 10, 2024	BUY	$68.14 - $74.43 $229,904 - $251,126	3,374 New	3,374 $250,000

Others Institutions Holding IEFA

# of Institutions

2,153

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

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About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Elmwood Wealth Management, Inc. Ishares Tr Transaction History