Independent Wealth Network Inc. Ishares Tr Msci Eafe ETF Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 10,828 shares of EFA stock, worth $964,558. This represents 0.37% of its overall portfolio holdings.

Number of Shares

10,828

Previous 10,053 7.71%

Holding current value

$964,558

Previous $760,000 16.32%

% of portfolio

0.37%

Previous 0.32%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$74.85 - $84.89 $58,008 - $65,789	775 Added 7.71%	10,828 $884,000
Q4 2024 Jan 17, 2025	BUY	$75.1 - $82.99 $25,834 - $28,548	344 Added 3.54%	10,053 $760,000
Q3 2024 Oct 15, 2024	BUY	$75.32 - $84.37 $1,129 - $1,265	15 Added 0.15%	9,709 $811,000
Q2 2024 Jul 18, 2024	BUY	$76.09 - $82.16 $5,630 - $6,079	74 Added 0.77%	9,694 $759,000
Q1 2024 May 20, 2024	BUY	$73.11 - $80.04 $703,318 - $769,984	9,620 New	9,620 $768,000
Q4 2023 Jan 12, 2024	BUY	$65.84 - $75.47 $125,820 - $144,223	1,911 Added 26.39%	9,152 $689,000
Q3 2023 Oct 11, 2023	SELL	$68.56 - $74.46 $15,288 - $16,604	-223 Reduced 2.99%	7,241 $499,000
Q2 2023 Jul 12, 2023	BUY	$70.67 - $73.9 $35,759 - $37,393	506 Added 7.27%	7,464 $541,000
Q1 2023 Apr 18, 2023	BUY	$66.22 - $72.19 $10,264 - $11,189	155 Added 2.28%	6,958 $497,000
Q4 2022 Jan 25, 2023	SELL	$55.71 - $67.79 $612 - $745	-11 Reduced 0.16%	6,803 $0
Q3 2022 Oct 17, 2022	SELL	$55.54 - $66.76 $16,939 - $20,361	-305 Reduced 4.28%	6,814 $382,000
Q2 2022 Jul 26, 2022	SELL	$61.48 - $74.59 $6,270 - $7,608	-102 Reduced 1.41%	7,119 $445,000
Q1 2022 Apr 20, 2022	SELL	$66.84 - $79.66 $4,411 - $5,257	-66 Reduced 0.91%	7,221 $531,000
Q4 2021 Feb 10, 2022	BUY	$76.4 - $81.83 $14,057 - $15,056	184 Added 2.59%	7,287 $573,000
Q3 2021 Nov 04, 2021	BUY	$76.9 - $82.13 $546,220 - $583,369	7,103 New	7,103 $581,000

Others Institutions Holding EFA

# of Institutions

2,276

Shares Held

575M

Call Options Held

57.9M

Put Options Held

76.2M

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About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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Independent Wealth Network Inc. Ishares Tr Msci Eafe ETF Transaction History