Institute For Wealth Management, Llc. Spdr Index Shs Fds Msci Eafe F Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr Index Shs Fds Msci Eafe F stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 55,435 shares of EFAX stock, worth $2.41 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

55,435

Previous 56,650 2.14%

Holding current value

$2.41 Million

Previous $2.26 Million 5.59%

% of portfolio

0.31%

Previous 0.29%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$39.43 - $44.62 $47,907 - $54,213	-1,215 Reduced 2.14%	55,435 $2.38 Million
Q4 2024 Jan 23, 2025	BUY	$39.65 - $43.4 $224,300 - $245,513	5,657 Added 11.09%	56,650 $2.26 Million
Q3 2024 Nov 12, 2024	BUY	$39.23 - $44.22 $147,779 - $166,576	3,767 Added 7.98%	50,993 $2.23 Million
Q2 2024 Jul 25, 2024	BUY	$39.35 - $42.42 $94,007 - $101,341	2,389 Added 5.33%	47,226 $1.93 Million
Q1 2024 Apr 30, 2024	BUY	$38.04 - $41.69 $41,387 - $45,358	1,088 Added 2.49%	44,837 $1.86 Million
Q4 2023 Jan 31, 2024	SELL	$33.71 - $39.17 $28,956 - $33,647	-859 Reduced 1.93%	43,749 $1.71 Million
Q3 2023 Oct 13, 2023	BUY	$35.25 - $38.63 $167,825 - $183,917	4,761 Added 11.95%	44,608 $1.58 Million
Q2 2023 Jul 25, 2023	BUY	$36.51 - $38.29 $44,505 - $46,675	1,219 Added 3.16%	39,847 $1.5 Million
Q1 2023 Apr 20, 2023	BUY	$34.68 - $71.56 $678,895 - $1.4 Million	19,576 Added 102.75%	38,628 $1.43 Million
Q4 2022 Feb 02, 2023	SELL	$28.99 - $70.89 $50,471 - $123,419	-1,741 Reduced 8.37%	19,052 $1.3 Million
Q3 2022 Oct 18, 2022	BUY	$28.96 - $34.96 $39,646 - $47,860	1,369 Added 7.05%	20,793 $1.22 Million
Q2 2022 Jul 25, 2022	BUY	$32.2 - $38.95 $6,762 - $8,179	210 Added 1.09%	19,424 $1.27 Million
Q1 2022 Apr 29, 2022	BUY	$34.93 - $42.36 $34,336 - $41,639	983 Added 5.39%	19,214 $1.48 Million
Q4 2021 Jan 21, 2022	BUY	$40.55 - $43.39 $100,482 - $107,520	2,478 Added 15.73%	18,231 $1.53 Million
Q3 2021 Nov 15, 2021	BUY	$40.85 - $43.7 $71,936 - $76,955	1,761 Added 12.59%	15,753 $1.3 Million
Q2 2021 Jul 21, 2021	BUY	$40.76 - $43.07 $23,192 - $24,506	569 Added 4.24%	13,992 $1.17 Million
Q1 2021 May 04, 2021	BUY	$38.46 - $40.85 $21,922 - $23,284	570 Added 4.43%	13,423 $1.08 Million
Q4 2020 Feb 01, 2021	BUY	$32.86 - $39.21 $114,319 - $136,411	3,479 Added 37.11%	12,853 $1 Million
Q3 2020 Nov 03, 2020	BUY	$32.47 - $35.19 $184,591 - $200,055	5,685 Added 154.11%	9,374 $641,000
Q2 2020 Jul 30, 2020	BUY	$26.81 - $33.69 $98,902 - $124,282	3,689 New	3,689 $239,000

Others Institutions Holding EFAX

# of Institutions

Shares Held

4.69M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS MSCI EAFE F

Ticker EFAX
Sector ETFs
Industry ETFs

More about EFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Spdr Index Shs Fds Msci Eafe F Transaction History