A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,184 shares of EFA stock, worth $245,422. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,184
Previous 3,193 0.28%
Holding current value
$245,422
Previous $250,000 6.4%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$75.32 - $84.37 $677 - $759
-9 Reduced 0.28%
3,184 $266,000
Q1 2024

Apr 30, 2024

BUY
$73.11 - $80.04 $35,604 - $38,979
487 Added 18.0%
3,193 $254,000
Q4 2023

Jan 31, 2024

BUY
$65.84 - $75.47 $178,163 - $204,221
2,706 New
2,706 $203,000
Q2 2023

Jul 25, 2023

BUY
$70.67 - $73.9 $3,604 - $3,768
51 Added 1.25%
4,145 $300,000
Q1 2023

Apr 20, 2023

SELL
$66.22 - $72.19 $2,119 - $2,310
-32 Reduced 0.78%
4,094 $292,000
Q4 2022

Feb 02, 2023

SELL
$55.71 - $67.79 $947 - $1,152
-17 Reduced 0.41%
4,126 $270,000
Q2 2022

Jul 25, 2022

BUY
$61.48 - $74.59 $22,194 - $26,926
361 Added 9.55%
4,143 $259,000
Q1 2022

Apr 29, 2022

BUY
$66.84 - $79.66 $19,049 - $22,703
285 Added 8.15%
3,782 $278,000
Q4 2021

Jan 21, 2022

BUY
$76.4 - $81.83 $34,456 - $36,905
451 Added 14.81%
3,497 $275,000
Q3 2021

Nov 15, 2021

BUY
$76.9 - $82.13 $12,611 - $13,469
164 Added 5.69%
3,046 $238,000
Q1 2021

May 04, 2021

SELL
$72.39 - $76.92 $77,384 - $82,227
-1,069 Reduced 27.06%
2,882 $219,000
Q4 2020

Feb 01, 2021

SELL
$61.39 - $73.52 $9,024 - $10,807
-147 Reduced 3.59%
3,951 $288,000
Q2 2020

Jul 30, 2020

BUY
$50.9 - $64.65 $458 - $581
9 Added 0.22%
4,098 $249,000
Q1 2020

Apr 29, 2020

SELL
$46.5 - $70.38 $48,918 - $74,039
-1,052 Reduced 20.46%
4,089 $219,000
Q4 2019

Feb 27, 2020

BUY
$63.25 - $69.66 $302,588 - $333,253
4,784 Added 1340.06%
5,141 $357,000
Q4 2019

Jan 27, 2020

SELL
$63.25 - $69.66 $329,279 - $362,649
-5,206 Reduced 93.58%
357 $357,000
Q3 2019

Oct 28, 2019

BUY
$61.3 - $66.68 $112,179 - $122,024
1,830 Added 49.02%
5,563 $363,000
Q2 2019

Aug 02, 2019

SELL
$63.4 - $66.99 $128,638 - $135,922
-2,029 Reduced 35.21%
3,733 $245,000
Q1 2019

May 15, 2019

BUY
$58.13 - $65.61 $334,945 - $378,044
5,762 New
5,762 $374,000
Q1 2018

May 15, 2018

SELL
$67.94 - $75.25 $694,414 - $769,130
-10,221 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$68.42 - $70.8 $699,320 - $723,646
10,221 New
10,221 $716,000
Q3 2017

Nov 14, 2017

SELL
$66.39 - $68.48 $209,194 - $215,780
-3,151 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
3,151
3,151 $206,000

Others Institutions Holding EFA

About ISHARES TR MSCI EAFE ETF


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