Forum Financial Management, LP Ishares Tr Msci Eafe ETF Transaction History

Forum Financial Management, LP

  • $4.85 Billion
  • Q2 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 6,273 shares of EFA stock, worth $526,430. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,273
Previous 9,783 35.88%
Holding current value
$526,430
Previous $781,000 37.13%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 30, 2024
SELL
$76.09 - $82.16 $267,075 - $288,381
-3,510 Reduced 35.88%
6,273 $491,000
Q1 2024

May 09, 2024
SELL
$73.11 - $80.04 $76,107 - $83,321
-1,041 Reduced 9.62%
9,783 $781,000
Q4 2023

Feb 07, 2024
BUY
$65.84 - $75.47 $10,073 - $11,546
153 Added 1.43%
10,824 $815,000
Q3 2023

Nov 03, 2023
SELL
$68.56 - $74.46 $95,984 - $104,243
-1,400 Reduced 11.6%
10,671 $735,000
Q2 2023

Jul 26, 2023
SELL
$70.67 - $73.9 $189,960 - $198,643
-2,688 Reduced 18.21%
12,071 $875,000
Q1 2023

Apr 19, 2023
BUY
$66.22 - $72.19 $6,026 - $6,569
91 Added 0.62%
14,759 $1.06 Million
Q3 2022

Nov 07, 2022
BUY
$55.54 - $66.76 $28,047 - $33,713
505 Added 3.57%
14,668 $822,000
Q2 2022

Aug 15, 2022
BUY
$61.48 - $74.59 $87,301 - $105,917
1,420 Added 11.14%
14,163 $885,000
Q4 2021

Feb 18, 2022
BUY
$76.4 - $81.83 $973,565 - $1.04 Million
12,743 New
12,743 $1 Million

Others Institutions Holding EFA

# of Institutions
2,076
Shares Held
570M
Call Options Held
67.1M
Put Options Held
106M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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