Integris Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Integris Wealth Management, LLC

  • $355 Billion
  • Q4 2024

A detailed history of Integris Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Integris Wealth Management, LLC holds 4,893 shares of EFA stock, worth $398,975. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,893
Previous 4,674 4.69%
Holding current value
$398,975
Previous $391 Million 5.35%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jan 23, 2025
BUY
$75.1 - $82.99 $16,446 - $18,174
219 Added 4.69%
4,893 $370 Million
Q3 2023

Nov 08, 2023
SELL
$68.56 - $74.46 $61,566 - $66,865
-898 Reduced 16.12%
4,674 $322 Million
Q1 2023

May 15, 2023
BUY
$66.22 - $72.19 $82,775 - $90,237
1,250 Added 28.92%
5,572 $399 Million
Q4 2022

Feb 07, 2023
BUY
$55.71 - $67.79 $240,778 - $292,988
4,322 New
4,322 $284 Million

Others Institutions Holding EFA

# of Institutions
2,205
Shares Held
588M
Call Options Held
70.5M
Put Options Held
87M
View Full List

About ISHARES TR MSCI EAFE ETF

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

Track Integris Wealth Management, LLC Portfolio

Follow Integris 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 Integris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email