Grand Wealth Management, LLC Ishares Tr Transaction History

Grand Wealth Management, LLC

  • $171 Million
  • Q3 2024

A detailed history of Grand Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Grand Wealth Management, LLC holds 7,630 shares of IEFA stock, worth $548,902. This represents 0.35% of its overall portfolio holdings.

Number of Shares
7,630
Previous 9,285 17.82%
Holding current value
$548,902
Previous $674,000 11.72%
% of portfolio
0.35%
Previous 0.41%

Shares

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

Nov 04, 2024
SELL
$70.09 - $78.74 $115,998 - $130,314
-1,655 Reduced 17.82%
7,630 $595,000
Q2 2024

Aug 08, 2024
SELL
$70.77 - $76.19 $32,200 - $34,666
-455 Reduced 4.67%
9,285 $674,000
Q1 2024

May 09, 2024
BUY
$68.14 - $74.43 $68 - $74
1 Added 0.01%
9,740 $722,000
Q4 2023

Jan 29, 2024
SELL
$61.3 - $70.47 $8,275 - $9,513
-135 Reduced 1.37%
9,739 $685,000
Q3 2023

Nov 09, 2023
BUY
$64.04 - $69.58 $40,857 - $44,392
638 Added 6.91%
9,874 $635,000
Q1 2023

May 10, 2023
SELL
$62.17 - $67.7 $36,742 - $40,010
-591 Reduced 6.01%
9,236 $617,000
Q4 2022

Feb 06, 2023
SELL
$52.35 - $63.65 $155,060 - $188,531
-2,962 Reduced 23.16%
9,827 $605,000
Q3 2022

Nov 08, 2022
SELL
$52.32 - $63.1 $35,106 - $42,340
-671 Reduced 4.99%
12,789 $674,000
Q2 2022

Aug 25, 2022
BUY
$57.91 - $70.46 $3,474 - $4,227
60 Added 0.45%
13,460 $792,000
Q4 2021

Aug 25, 2022
BUY
$72.36 - $77.76 $969,624 - $1.04 Million
13,400 New
13,400 $1 Million

Others Institutions Holding IEFA

# of Institutions
1,998
Shares Held
1.42B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

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