Endurance Wealth Management, Inc. Ishares Tr Transaction History

Endurance Wealth Management, Inc.

$731 Million
Q2 2023

A detailed history of Endurance Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 3,357 shares of IEFA stock, worth $297,933. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,357

Previous 3,432 2.19%

Holding current value

$297,933

Previous $229,000 0.87%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$66.03 - $69.1 $4,952 - $5,182	-75 Reduced 2.19%	3,357 $227,000
Q1 2023 May 02, 2023	BUY	$62.17 - $67.7 $1,554 - $1,692	25 Added 0.73%	3,432 $229,000
Q4 2022 Feb 01, 2023	SELL	$52.35 - $63.65 $52,350 - $63,650	-1,000 Reduced 22.69%	3,407 $210,000
Q3 2022 Oct 21, 2022	SELL	$52.32 - $63.1 $133,416 - $160,905	-2,550 Reduced 36.65%	4,407 $232,000
Q1 2022 Apr 20, 2022	SELL	$63.26 - $75.48 $4.71 Million - $5.62 Million	-74,500 Reduced 91.46%	6,957 $484,000

Q2 2021 Aug 04, 2021	SELL	$73.11 - $77.88 $23,322 - $24,843	-319 Reduced 0.39%	81,457 $6.1 Million
Q4 2020 Jan 15, 2021	SELL	$58.13 - $69.71 $34,878 - $41,825	-600 Reduced 0.73%	81,776 $5.65 Million
Q2 2020 Jul 14, 2020	BUY	$47.43 - $60.75 $4,078 - $5,224	86 Added 0.1%	82,376 $4.71 Million
Q2 2019 Jul 30, 2019	SELL	$59.39 - $62.73 $1.01 Million - $1.07 Million	-17,000 Reduced 17.12%	82,290 $5.05 Million
Q1 2019 May 01, 2019	BUY	$54.44 - $61.46 $5.41 Million - $6.1 Million	99,290 New	99,290 $6.03 Million

Others Institutions Holding IEFA

# of Institutions

2,413

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Endurance Wealth Management, Inc. Ishares Tr Transaction History