Heritage Wealth Advisors Ishares Tr Msci Eafe ETF Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 168,502 shares of EFA stock, worth $14.2 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

168,502

Previous 170,772 1.33%

Holding current value

$14.2 Million

Previous $14.3 Million 10.79%

% of portfolio

0.65%

Previous 0.69%

38 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$75.1 - $82.99 $170,477 - $188,387	-2,270 Reduced 1.33%	168,502 $12.7 Million
Q3 2024 Nov 12, 2024	SELL	$75.32 - $84.37 $219,783 - $246,191	-2,918 Reduced 1.68%	170,772 $14.3 Million
Q2 2024 Dec 12, 2024	SELL	$76.09 - $82.16 $14,304 - $15,446	-188 Reduced 0.11%	173,690 $13.6 Million
Q2 2024 Aug 05, 2024	SELL	$76.09 - $82.16 $14,304 - $15,446	-188 Reduced 0.11%	173,690 $13.6 Million
Q1 2024 Dec 12, 2024	SELL	$73.11 - $80.04 $36,116 - $39,539	-494 Reduced 0.28%	173,878 $13.9 Million
Q1 2024 May 08, 2024	SELL	$73.11 - $80.04 $36,116 - $39,539	-494 Reduced 0.28%	173,878 $13.9 Million
Q4 2023 Dec 12, 2024	SELL	$65.84 - $75.47 $87,040 - $99,771	-1,322 Reduced 0.75%	174,372 $13.1 Million
Q4 2023 Feb 09, 2024	SELL	$65.84 - $75.47 $87,040 - $99,771	-1,322 Reduced 0.75%	174,372 $13.1 Million
Q3 2023 Dec 12, 2024	SELL	$68.56 - $74.46 $6,856 - $7,445	-100 Reduced 0.06%	175,694 $12.1 Million
Q3 2023 Nov 08, 2023	SELL	$68.56 - $74.46 $6,856 - $7,445	-100 Reduced 0.06%	175,694 $12.1 Million
Q2 2023 Dec 12, 2024	BUY	$70.67 - $73.9 $354,904 - $371,125	5,022 Added 2.94%	175,794 $12.7 Million
Q2 2023 Aug 09, 2023	BUY	$70.67 - $73.9 $166,498 - $174,108	2,356 Added 1.36%	175,794 $12.7 Million
Q1 2023 May 04, 2023	BUY	$66.22 - $72.19 $33,110 - $36,095	500 Added 0.29%	173,438 $12.4 Million
Q4 2022 Dec 12, 2024	BUY	$55.71 - $67.79 $13,927 - $16,947	250 Added 0.14%	172,938 $11.4 Million
Q4 2022 Feb 06, 2023	BUY	$55.71 - $67.79 $13,927 - $16,947	250 Added 0.14%	172,938 $11.4 Million
Q3 2022 Dec 12, 2024	BUY	$55.54 - $66.76 $106,414 - $127,912	1,916 Added 1.12%	172,688 $9.67 Million
Q3 2022 Nov 10, 2022	BUY	$55.54 - $66.76 $475,422 - $571,465	8,560 Added 5.22%	172,688 $9.67 Million
Q2 2022 Aug 04, 2022	BUY	$61.48 - $74.59 $1.03 Million - $1.25 Million	16,804 Added 11.41%	164,128 $10.3 Million
Q1 2022 May 11, 2022	BUY	$66.84 - $79.66 $8.85 Million - $10.5 Million	132,370 Added 885.18%	147,324 $10.8 Million
Q4 2021 Feb 02, 2022	BUY	$76.4 - $81.83 $23,531 - $25,203	308 Added 2.1%	14,954 $1.18 Million
Q3 2021 Nov 02, 2021	SELL	$76.9 - $82.13 $407,570 - $435,289	-5,300 Reduced 26.57%	14,646 $1.14 Million
Q2 2021 Aug 09, 2021	SELL	$76.86 - $81.95 $69,327 - $73,918	-902 Reduced 4.33%	19,946 $1.57 Million
Q2 2021 Jul 27, 2021	BUY	$76.86 - $81.95 $69,327 - $73,918	902 Added 4.52%	20,848 $1.52 Million
Q1 2021 Apr 27, 2021	SELL	$72.39 - $76.92 $65,295 - $69,381	-902 Reduced 4.33%	19,946 $1.51 Million
Q4 2020 Feb 01, 2021	BUY	$61.39 - $73.52 $491 - $588	8 Added 0.04%	20,848 $1.52 Million
Q3 2020 Nov 03, 2020	SELL	$61.1 - $65.92 $21,079 - $22,742	-345 Reduced 1.63%	20,840 $1.33 Million
Q2 2020 Jul 17, 2020	BUY	$50.9 - $64.65 $883,115 - $1.12 Million	17,350 Added 452.41%	21,185 $1.29 Million
Q2 2020 Jul 17, 2020	SELL	$50.9 - $64.65 $1.15 Million - $1.46 Million	-22,519 Reduced 85.45%	3,835 $1.29 Million
Q1 2020 May 05, 2020	BUY	$46.5 - $70.38 $109,042 - $165,041	2,345 Added 9.77%	26,354 $1.41 Million
Q4 2019 Feb 04, 2020	BUY	$63.25 - $69.66 $5,313 - $5,851	84 Added 0.35%	24,009 $1.67 Million
Q3 2019 Oct 30, 2019	BUY	$61.3 - $66.68 $508,851 - $553,510	8,301 Added 53.13%	23,925 $1.56 Million
Q2 2019 Aug 05, 2019	BUY	$63.4 - $66.99 $16,737 - $17,685	264 Added 1.72%	15,624 $0
Q1 2019 May 06, 2019	BUY	$58.13 - $65.61 $9,591 - $10,825	165 Added 1.09%	15,360 $0
Q4 2018 Jan 28, 2019	BUY	$56.89 - $68.07 $512 - $612	9 Added 0.06%	15,195 $893,000
Q2 2018 Jul 19, 2018	BUY	$66.35 - $71.9 $1,061 - $1,150	16 Added 0.11%	15,186 $1.02 Million
Q1 2018 May 10, 2018	SELL	$67.94 - $75.25 $10,191 - $11,287	-150 Reduced 0.98%	15,170 $1.06 Million
Q4 2017 Feb 02, 2018	BUY	$68.42 - $70.8 $137,387 - $142,166	2,008 Added 15.08%	15,320 $1.08 Million
Q3 2017 Nov 07, 2017	BUY	$66.39 - $68.48 $883,783 - $911,605	13,312	13,312 $912,000

Others Institutions Holding EFA

# of Institutions

2,212

Shares Held

588M

Call Options Held

70.5M

Put Options Held

87M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Heritage Wealth Advisors Ishares Tr Msci Eafe ETF Transaction History