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 $1.14 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

15,766

Previous 21,898 28.0%

Holding current value

$1.14 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

2,029

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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 Fortress Wealth Management, Inc., based on Form 13F filings with the SEC.

News

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

Account

Fortress Wealth Management, Inc. Ishares Tr Transaction History