A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 107,396 shares of IEFA stock, worth $7.72 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
107,396
Previous 76,105 41.12%
Holding current value
$7.72 Million
Previous $5.53 Million 51.63%
% of portfolio
0.24%
Previous 0.21%

Shares

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

Nov 14, 2024

BUY
$70.09 - $78.74 $2.19 Million - $2.46 Million
31,291 Added 41.12%
107,396 $8.38 Million
Q2 2024

Aug 14, 2024

BUY
$70.77 - $76.19 $248,048 - $267,045
3,505 Added 4.83%
76,105 $5.53 Million
Q1 2024

May 15, 2024

BUY
$68.14 - $74.43 $352,897 - $385,472
5,179 Added 7.68%
72,600 $5.39 Million
Q4 2023

Feb 14, 2024

BUY
$61.3 - $70.47 $369,577 - $424,863
6,029 Added 9.82%
67,421 $4.74 Million
Q3 2023

Nov 14, 2023

BUY
$64.04 - $69.58 $630,025 - $684,528
9,838 Added 19.08%
61,392 $3.95 Million
Q2 2023

Aug 14, 2023

BUY
$66.03 - $69.1 $2.09 Million - $2.19 Million
31,695 Added 159.6%
51,554 $3.48 Million
Q1 2023

May 15, 2023

SELL
$62.17 - $67.7 $49,425 - $53,821
-795 Reduced 3.85%
19,859 $1.33 Million
Q4 2022

Feb 14, 2023

SELL
$52.35 - $63.65 $35,336 - $42,963
-675 Reduced 3.16%
20,654 $1.27 Million
Q3 2022

Nov 22, 2022

SELL
$52.32 - $63.1 $283,365 - $341,749
-5,416 Reduced 20.25%
21,329 $1.12 Million
Q2 2022

Aug 15, 2022

BUY
$57.91 - $70.46 $12,276 - $14,937
212 Added 0.8%
26,745 $1.57 Million
Q1 2022

May 16, 2022

SELL
$63.26 - $75.48 $15,561 - $18,568
-246 Reduced 0.92%
26,533 $1.84 Million
Q4 2021

Feb 14, 2022

BUY
$72.36 - $77.76 $25,470 - $27,371
352 Added 1.33%
26,779 $2 Million
Q3 2021

Nov 15, 2021

SELL
$72.98 - $78.2 $1.43 Million - $1.53 Million
-19,626 Reduced 42.62%
26,427 $1.96 Million
Q2 2021

Aug 16, 2021

BUY
$73.11 - $77.88 $714,942 - $761,588
9,779 Added 26.96%
46,053 $3.45 Million
Q1 2021

May 18, 2021

SELL
$68.58 - $73.12 $192,092 - $204,809
-2,801 Reduced 7.17%
36,274 $2.61 Million
Q4 2020

Feb 17, 2021

BUY
$58.13 - $69.71 $133,582 - $160,193
2,298 Added 6.25%
39,075 $2.7 Million
Q3 2020

Nov 19, 2020

BUY
$57.43 - $62.28 $31,356 - $34,004
546 Added 1.51%
36,777 $2.22 Million
Q2 2020

Aug 14, 2020

SELL
$47.43 - $60.75 $2.34 Million - $2.99 Million
-49,295 Reduced 57.64%
36,231 $2.07 Million
Q1 2020

May 13, 2020

BUY
$43.31 - $66.12 $78,564 - $119,941
1,814 Added 2.17%
85,526 $4.27 Million
Q4 2019

Feb 18, 2020

BUY
$59.36 - $65.51 $507,112 - $559,651
8,543 Added 11.37%
83,712 $5.46 Million
Q3 2019

Nov 15, 2019

BUY
$57.44 - $62.42 $717,827 - $780,062
12,497 Added 19.94%
75,169 $4.59 Million
Q2 2019

Aug 12, 2019

SELL
$59.39 - $62.73 $104,763 - $110,655
-1,764 Reduced 2.74%
62,672 $3.85 Million
Q1 2019

May 16, 2019

SELL
$54.44 - $61.46 $279,930 - $316,027
-5,142 Reduced 7.39%
64,436 $3.92 Million
Q4 2018

Feb 15, 2019

BUY
$53.06 - $64.19 $886,102 - $1.07 Million
16,700 Added 31.58%
69,578 $3.83 Million
Q3 2018

Nov 14, 2018

BUY
$61.82 - $65.16 $468,348 - $493,652
7,576 Added 16.72%
52,878 $3.39 Million
Q2 2018

Aug 13, 2018

BUY
$62.74 - $67.79 $2.12 Million - $2.29 Million
33,740 Added 291.82%
45,302 $2.87 Million
Q1 2018

May 15, 2018

BUY
$64.18 - $70.84 $247,157 - $272,804
3,851 Added 49.94%
11,562 $750,000
Q4 2017

Feb 14, 2018

BUY
$64.09 - $66.44 $306,991 - $318,247
4,790 Added 163.98%
7,711 $524,000
Q3 2017

Nov 14, 2017

BUY
$62.19 - $64.17 $181,656 - $187,440
2,921
2,921 $187,000

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.