A detailed history of Fortress Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 21,898 shares of IEFA stock, worth $1.55 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
21,898
Previous 71,868 69.53%
Holding current value
$1.55 Million
Previous $5.22 Million 67.26%
% of portfolio
0.95%
Previous 3.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$70.09 - $78.74 $3.5 Million - $3.93 Million
-49,970 Reduced 69.53%
21,898 $1.71 Million
Q2 2024

Jul 16, 2024

SELL
$70.77 - $76.19 $23,141 - $24,914
-327 Reduced 0.45%
71,868 $5.22 Million
Q1 2024

Apr 19, 2024

BUY
$68.14 - $74.43 $214,095 - $233,859
3,142 Added 4.55%
72,195 $5.36 Million
Q4 2023

Feb 12, 2024

SELL
$61.3 - $70.47 $27,707 - $31,852
-452 Reduced 0.65%
69,053 $4.86 Million
Q3 2023

Nov 14, 2023

BUY
$64.04 - $69.58 $1,536 - $1,669
24 Added 0.03%
69,505 $4.47 Million
Q2 2023

Jul 26, 2023

SELL
$66.03 - $69.1 $514,373 - $538,289
-7,790 Reduced 10.08%
69,481 $4.69 Million
Q1 2023

Apr 20, 2023

BUY
$62.17 - $67.7 $418,155 - $455,350
6,726 Added 9.53%
77,271 $5.17 Million
Q4 2022

Jan 17, 2023

BUY
$52.35 - $63.65 $197,987 - $240,724
3,782 Added 5.66%
70,545 $0
Q3 2022

Nov 03, 2022

BUY
$52.32 - $63.1 $1.01 Million - $1.21 Million
19,231 Added 40.46%
66,763 $3.52 Million
Q2 2022

Jul 27, 2022

BUY
$57.91 - $70.46 $2.58 Million - $3.14 Million
44,546 Added 1491.83%
47,532 $2.8 Million
Q1 2022

May 04, 2022

BUY
$63.26 - $75.48 $188,894 - $225,383
2,986 New
2,986 $208,000

Others Institutions Holding IEFA

About ISHARES TR


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