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

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

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 56,650 shares of EFAX stock, worth $2.46 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
56,650
Previous 50,993 11.09%
Holding current value
$2.46 Million
Previous $2.23 Million 1.12%
% of portfolio
0.29%
Previous 0.29%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
79
Shares Held
4.68M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS MSCI EAFE F

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