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

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 11,575 shares of EFG stock, worth $1.21 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

11,575

Previous 11,390 1.62%

Holding current value

$1.21 Million

Previous $1.23 Million 8.65%

% of portfolio

0.14%

Previous 0.16%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$96.83 - $106.88 $17,913 - $19,772	185 Added 1.62%	11,575 $1.12 Million
Q3 2024 Nov 12, 2024	BUY	$96.84 - $108.77 $52,777 - $59,279	545 Added 5.03%	11,390 $1.23 Million
Q2 2024 Jul 25, 2024	SELL	$97.17 - $106.25 $15,450 - $16,893	-159 Reduced 1.44%	10,845 $1.11 Million
Q1 2024 Apr 30, 2024	SELL	$93.77 - $104.85 $6,845 - $7,654	-73 Reduced 0.66%	11,004 $1.14 Million
Q4 2023 Jan 31, 2024	BUY	$82.53 - $96.98 $98,540 - $115,794	1,194 Added 12.08%	11,077 $1.07 Million
Q3 2023 Oct 13, 2023	BUY	$85.55 - $97.39 $81,871 - $93,202	957 Added 10.72%	9,883 $852,000
Q2 2023 Jul 25, 2023	SELL	$93.15 - $96.95 $58,777 - $61,175	-631 Reduced 6.6%	8,926 $851,000
Q1 2023 Apr 20, 2023	SELL	$84.36 - $93.68 $31,550 - $35,036	-374 Reduced 3.77%	9,557 $895,000
Q4 2022 Feb 02, 2023	SELL	$72.2 - $88.14 $68,517 - $83,644	-949 Reduced 8.72%	9,931 $831,000
Q3 2022 Oct 18, 2022	SELL	$71.9 - $88.11 $14,595 - $17,886	-203 Reduced 1.83%	10,880 $789,000
Q2 2022 Jul 25, 2022	BUY	$77.95 - $97.78 $69,921 - $87,708	897 Added 8.81%	11,083 $892,000
Q1 2022 Apr 29, 2022	SELL	$87.3 - $110.53 $21,213 - $26,858	-243 Reduced 2.33%	10,186 $981,000
Q4 2021 Jan 21, 2022	BUY	$105.06 - $113.44 $127,122 - $137,262	1,210 Added 13.13%	10,429 $1.15 Million
Q3 2021 Nov 15, 2021	SELL	$105.79 - $113.94 $113,830 - $122,599	-1,076 Reduced 10.45%	9,219 $982,000
Q2 2021 Jul 21, 2021	BUY	$102.07 - $109.39 $5,817 - $6,235	57 Added 0.56%	10,295 $1.1 Million
Q1 2021 May 04, 2021	BUY	$97.17 - $105.39 $7,190 - $7,798	74 Added 0.73%	10,238 $1.03 Million
Q4 2020 Feb 01, 2021	SELL	$86.3 - $101.51 $75,167 - $88,415	-871 Reduced 7.89%	10,164 $1.03 Million
Q3 2020 Nov 03, 2020	SELL	$83.58 - $91.81 $5,934 - $6,518	-71 Reduced 0.64%	11,035 $992,000
Q2 2020 Jul 30, 2020	BUY	$68.27 - $84.77 $248,502 - $308,562	3,640 Added 48.75%	11,106 $923,000
Q1 2020 Apr 29, 2020	SELL	$62.16 - $88.65 $486,339 - $693,597	-7,824 Reduced 51.17%	7,466 $531,000
Q4 2019 Feb 27, 2020	BUY	$78.11 - $86.74 $1.09 Million - $1.21 Million	13,968 Added 1056.58%	15,290 $1.32 Million
Q4 2019 Jan 27, 2020	SELL	$78.11 - $86.74 $1.22 Million - $1.36 Million	-15,675 Reduced 92.22%	1,322 $1.32 Million
Q3 2019 Oct 28, 2019	BUY	$76.85 - $82.17 $1.31 Million - $1.4 Million	16,997 New	16,997 $1.37 Million
Q4 2017 Feb 12, 2018	SELL	$77.45 - $80.74 $645,545 - $672,967	-8,335 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$76.75 - $77.39 $639,711 - $645,045	8,335	8,335 $645,000

Others Institutions Holding EFG

# of Institutions

1,072

Shares Held

157M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

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