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

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

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 3,423 shares of EFA stock, worth $302,216. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,423

Previous 3,447 0.7%

Holding current value

$302,216

Previous $260,000 7.31%

% of portfolio

0.04%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$74.85 - $84.89 $1,796 - $2,037	-24 Reduced 0.7%	3,423 $279,000
Q4 2024 Jan 23, 2025	BUY	$75.1 - $82.99 $19,751 - $21,826	263 Added 8.26%	3,447 $260,000
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

2,274

Shares Held

575M

Call Options Held

57.9M

Put Options Held

76.2M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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