Insight Wealth Strategies, LLC Ishares Tr Msci Eafe ETF Transaction History

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024

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 6,160 shares of EFA stock, worth $464,155. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,160
Previous 6,432 4.23%
Holding current value
$464,155
Previous $503,000 2.39%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 07, 2024
SELL
$75.32 - $84.37 $20,487 - $22,948
-272 Reduced 4.23%
6,160 $515,000
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
$55.71 - $67.79 $2,284 - $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

# of Institutions
2,119
Shares Held
573M
Call Options Held
74.2M
Put Options Held
110M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, 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 Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email