A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 6,432 shares of EFA stock, worth $511,536. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,432
Previous 6,083 5.74%
Holding current value
$511,536
Previous $485,000 3.71%
% of portfolio
0.07%
Previous 0.07%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

BUY
$76.09 - $82.16 $26,555 - $28,673
349 Added 5.74%
6,432 $503,000
Q1 2024

Apr 05, 2024

SELL
$73.11 - $80.04 $12,209 - $13,366
-167 Reduced 2.67%
6,083 $485,000
Q4 2023

Jan 12, 2024

BUY
$65.84 - $75.47 $29,167 - $33,433
443 Added 7.63%
6,250 $470,000
Q3 2023

Oct 13, 2023

BUY
$68.56 - $74.46 $40,176 - $43,633
586 Added 11.22%
5,807 $400,000
Q2 2023

Jul 14, 2023

BUY
$70.67 - $73.9 $66,500 - $69,539
941 Added 21.99%
5,221 $378,000
Q1 2023

Apr 06, 2023

BUY
$66.22 - $72.19 $4,039 - $4,403
61 Added 1.45%
4,280 $306,000
Q4 2022

Jan 06, 2023

BUY
$58.53 - $67.79 $2,399 - $2,779
41 Added 0.98%
4,219 $0
Q2 2022

Jul 01, 2022

BUY
$61.48 - $74.59 $5,102 - $6,190
83 Added 2.03%
4,178 $261,000
Q1 2022

Apr 12, 2022

BUY
$66.84 - $79.66 $14,103 - $16,808
211 Added 5.43%
4,095 $301,000
Q4 2021

Jan 31, 2022

SELL
$76.4 - $81.83 $726,105 - $777,712
-9,504 Reduced 70.99%
3,884 $306,000
Q3 2021

Oct 28, 2021

SELL
$76.9 - $82.13 $26,761 - $28,581
-348 Reduced 2.53%
13,388 $1.04 Million
Q2 2021

Aug 12, 2021

SELL
$76.86 - $81.95 $65,254 - $69,575
-849 Reduced 5.82%
13,736 $1.08 Million
Q1 2021

May 12, 2021

SELL
$72.39 - $76.92 $306,426 - $325,602
-4,233 Reduced 22.49%
14,585 $1.11 Million
Q4 2020

Feb 05, 2021

BUY
$61.39 - $73.52 $647,725 - $775,709
10,551 Added 127.63%
18,818 $1.37 Million
Q3 2020

Oct 29, 2020

BUY
$61.1 - $65.92 $65,132 - $70,270
1,066 Added 14.8%
8,267 $526,000
Q2 2020

Jul 31, 2020

BUY
$50.9 - $64.65 $9,721 - $12,348
191 Added 2.72%
7,201 $438,000
Q1 2020

Apr 21, 2020

SELL
$46.5 - $70.38 $10,369 - $15,694
-223 Reduced 3.08%
7,010 $375,000
Q4 2019

Feb 21, 2020

BUY
$63.25 - $69.66 $81,466 - $89,722
1,288 Added 21.67%
7,233 $502,000
Q3 2019

Nov 06, 2019

BUY
$61.3 - $66.68 $1,471 - $1,600
24 Added 0.41%
5,945 $388,000
Q2 2019

Aug 06, 2019

BUY
$63.4 - $66.99 $70,881 - $74,894
1,118 Added 23.28%
5,921 $389,000
Q1 2019

Apr 24, 2019

BUY
$58.13 - $65.61 $6,219 - $7,020
107 Added 2.28%
4,803 $312,000
Q4 2018

Feb 12, 2019

BUY
$56.89 - $68.07 $267,155 - $319,656
4,696 New
4,696 $276,000

Others Institutions Holding EFA

About ISHARES TR MSCI EAFE ETF


  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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