Kwb Wealth Ishares Tr Transaction History

Kwb Wealth

$789 Million
Q4 2024

A detailed history of Kwb Wealth transactions in Ishares Tr stock. As of the latest transaction made, Kwb Wealth holds 8,051 shares of IEFA stock, worth $592,392. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,051

Previous 8,169 1.44%

Holding current value

$592,392

Previous $637,000 11.3%

% of portfolio

0.07%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$70.06 - $77.43 $8,267 - $9,136	-118 Reduced 1.44%	8,051 $565,000
Q3 2024 Oct 07, 2024	SELL	$70.09 - $78.74 $2,102 - $2,362	-30 Reduced 0.37%	8,169 $637,000
Q1 2024 Apr 19, 2024	BUY	$68.14 - $74.43 $52,127 - $56,938	765 Added 10.29%	8,199 $608,000
Q4 2023 Jan 10, 2024	SELL	$61.3 - $70.47 $2,881 - $3,312	-47 Reduced 0.63%	7,434 $522,000
Q2 2023 Jul 24, 2023	SELL	$66.03 - $69.1 $312,916 - $327,464	-4,739 Reduced 38.78%	7,481 $504,000
Q1 2023 Apr 07, 2023	BUY	$62.17 - $67.7 $73,733 - $80,292	1,186 Added 10.75%	12,220 $816,000
Q4 2022 Feb 09, 2023	SELL	$52.35 - $63.65 $584,173 - $710,270	-11,159 Reduced 50.28%	11,034 $680,000
Q3 2022 Nov 10, 2022	SELL	$52.32 - $63.1 $297,229 - $358,471	-5,681 Reduced 20.38%	22,193 $1.17 Million
Q2 2022 Aug 10, 2022	SELL	$57.91 - $70.46 $1.43 Million - $1.74 Million	-24,735 Reduced 47.02%	27,874 $1.64 Million
Q1 2022 May 10, 2022	SELL	$63.26 - $75.48 $3,795 - $4,528	-60 Reduced 0.11%	52,609 $3.93 Million
Q4 2021 Feb 02, 2022	SELL	$72.36 - $77.76 $436,258 - $468,815	-6,029 Reduced 10.27%	52,669 $3.93 Million
Q3 2021 Nov 12, 2021	SELL	$72.98 - $78.2 $882,839 - $945,985	-12,097 Reduced 17.09%	58,698 $4.36 Million
Q2 2021 Aug 10, 2021	SELL	$73.11 - $77.88 $11,843 - $12,616	-162 Reduced 0.23%	70,795 $5.1 Million
Q1 2021 May 10, 2021	SELL	$68.58 - $73.12 $1.38 Million - $1.48 Million	-20,181 Reduced 22.14%	70,957 $5.11 Million
Q4 2020 Feb 10, 2021	BUY	$58.13 - $69.71 $5.3 Million - $6.35 Million	91,138 New	91,138 $6.3 Million

Others Institutions Holding IEFA

# of Institutions

2,043

Shares Held

1.44B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.

Account