Fortress Wealth Management, Inc. Ishares Tr Transaction History

Fortress Wealth Management, Inc.

$177 Million
Q4 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 15,766 shares of IEFA stock, worth $1.2 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

15,766

Previous 21,898 28.0%

Holding current value

$1.2 Million

Previous $1.71 Million 35.17%

% of portfolio

0.63%

Previous 0.95%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$70.06 - $77.43 $429,607 - $474,800	-6,132 Reduced 28.0%	15,766 $1.11 Million
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

# of Institutions

2,153

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Fortress Wealth Management, Inc. Ishares Tr Transaction History