Institute For Wealth Management, Llc. Ishares Tr Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 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 7,183 shares of IEFA stock, worth $549,571. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,183
Previous 7,068 1.63%
Holding current value
$549,571
Previous $551,000 8.53%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$70.06 - $77.43 $8,056 - $8,904
115 Added 1.63%
7,183 $504,000
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
2,143
Shares Held
1.52B
Call Options Held
86.4K
Put Options Held
6.1K
View Full List

About ISHARES TR

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