Gitterman Wealth Management, LLC Ishares Tr Transaction History

Gitterman Wealth Management, LLC

$256 Million
Q1 2024

A detailed history of Gitterman Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 3,132 shares of IEFA stock, worth $228,385. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,132

Previous 3,132 -0.0%

Holding current value

$228,385

Previous $220,000 5.45%

% of portfolio

0.09%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$64.04 - $69.58 $105,730 - $114,876	-1,651 Reduced 34.52%	3,132 $201,000
Q2 2023 Aug 08, 2023	SELL	$66.03 - $69.1 $11,357 - $11,885	-172 Reduced 3.47%	4,783 $322,000
Q1 2023 May 12, 2023	SELL	$62.17 - $67.7 $143,861 - $156,657	-2,314 Reduced 31.83%	4,955 $331,000
Q4 2022 Feb 13, 2023	SELL	$56.86 - $63.65 $209,301 - $234,295	-3,681 Reduced 33.62%	7,269 $448,000
Q3 2022 Oct 27, 2022	SELL	$53.51 - $63.1 $967,246 - $1.14 Million	-18,076 Reduced 62.28%	10,950 $576,000

Q2 2022 Aug 03, 2022	SELL	$57.91 - $70.46 $424,074 - $515,978	-7,323 Reduced 20.15%	29,026 $1.71 Million
Q1 2022 May 12, 2022	SELL	$63.26 - $75.48 $447,564 - $534,021	-7,075 Reduced 16.29%	36,349 $2.53 Million
Q4 2021 Feb 01, 2022	SELL	$72.36 - $77.76 $938,653 - $1.01 Million	-12,972 Reduced 23.0%	43,424 $3.24 Million
Q3 2021 Nov 09, 2021	SELL	$72.98 - $78.2 $672,656 - $720,769	-9,217 Reduced 14.05%	56,396 $4.19 Million
Q2 2021 Jul 30, 2021	SELL	$73.11 - $77.88 $8.55 Million - $9.11 Million	-116,962 Reduced 64.06%	65,613 $4.91 Million
Q1 2021 May 14, 2021	BUY	$68.58 - $73.12 $12.5 Million - $13.3 Million	182,575 New	182,575 $13.2 Million

Others Institutions Holding IEFA

# of Institutions

1,888

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Gitterman Wealth Management, LLC Ishares Tr Transaction History