A detailed history of Lake Point Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Lake Point Wealth Management holds 419 shares of IEFA stock, worth $30,142. This represents 0.01% of its overall portfolio holdings.

Number of Shares
419
Previous 286 46.5%
Holding current value
$30,142
Previous $20,000 25.0%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022

BUY
$57.91 - $70.46 $7,702 - $9,371
133 Added 46.5%
419 $25,000
Q1 2022

May 17, 2022

SELL
$63.26 - $75.48 $11,260 - $13,435
-178 Reduced 38.36%
286 $20,000
Q4 2021

Feb 23, 2022

BUY
$72.36 - $77.76 $12,880 - $13,841
178 Added 62.24%
464 $35,000
Q2 2021

Aug 04, 2021

SELL
$73.11 - $77.88 $3,143 - $3,348
-43 Reduced 13.07%
286 $21,000
Q4 2019

Feb 13, 2020

BUY
$59.36 - $65.51 $16,976 - $18,735
286 Added 665.12%
329 $21,000
Q1 2019

Aug 07, 2019

SELL
$54.44 - $61.46 $11,813 - $13,336
-217 Reduced 83.46%
43 $3,000
Q4 2018

Feb 21, 2019

BUY
$53.06 - $64.19 $13,795 - $16,689
260 New
260 $14,000

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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