Institute For Wealth Management, Llc. Ishares Tr Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,068 shares of IEFA stock, worth $507,906. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,068
Previous 7,068 -0.0%
Holding current value
$507,906
Previous $513,000 7.41%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$70.77 - $76.19 $500,202 - $538,510
7,068 New
7,068 $513,000
Q1 2020

Apr 29, 2020
SELL
$43.31 - $66.12 $10,134 - $15,472
-234 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$59.36 - $65.51 $13,890 - $15,329
234 New
234 $15,000

Others Institutions Holding IEFA

# of Institutions
1,997
Shares Held
1.42B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email