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 $255,132. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,357

Previous 3,432 2.19%

Holding current value

$255,132

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

2,132

Shares Held

1.52B

Call Options Held

117K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Endurance Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endurance Wealth Management, Inc. with notifications on news.

Account

Endurance Wealth Management, Inc. Ishares Tr Transaction History