A detailed history of Epic Trust Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 3,381 shares of IEFA stock, worth $259,931. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,381
Previous 3,380 0.03%
Holding current value
$259,931
Previous $250,000 2.0%
% of portfolio
0.29%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$70.77 - $76.19 $70 - $76
1 Added 0.03%
3,381 $245,000
Q1 2024

Apr 19, 2024

SELL
$68.14 - $74.43 $85,038 - $92,888
-1,248 Reduced 26.97%
3,380 $250,000
Q4 2023

Feb 05, 2024

SELL
$61.3 - $70.47 $89,681 - $103,097
-1,463 Reduced 24.02%
4,628 $325,000
Q3 2023

Oct 16, 2023

BUY
$64.04 - $69.58 $32,980 - $35,833
515 Added 9.24%
6,091 $391,000
Q2 2023

Jul 24, 2023

BUY
$66.03 - $69.1 $71,246 - $74,558
1,079 Added 23.99%
5,576 $376,000
Q1 2023

May 09, 2023

BUY
$62.17 - $67.7 $279,578 - $304,446
4,497 New
4,497 $300,000

Others Institutions Holding IEFA

About ISHARES TR


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