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

Institute For Wealth Management, Llc.

  • $737 Million
  • Q2 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 10,845 shares of EFG stock, worth $1.16 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,845
Previous 11,004 1.44%
Holding current value
$1.16 Million
Previous $1.14 Million 2.89%
% of portfolio
0.15%
Previous 0.15%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
933
Shares Held
137M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

EFG Quotes by TradingView
  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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