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

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

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 55,435 shares of EFAX stock, worth $2.49 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

55,435

Previous 56,650 2.14%

Holding current value

$2.49 Million

Previous $2.26 Million 5.59%

% of portfolio

0.31%

Previous 0.29%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$39.43 - $44.62 $47,907 - $54,213	-1,215 Reduced 2.14%	55,435 $2.38 Million
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

Shares Held

4.69M

Call Options Held

Put Options Held

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