Institute For Wealth Management, Llc. Ishares Tr Msci Eafe ETF Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

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

# of Institutions
2,118
Shares Held
572M
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
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