Legacy Capital Wealth Partners, LLC Ishares Tr Transaction History

Legacy Capital Wealth Partners, LLC

$439 Million
Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 98,883 shares of IEFA stock, worth $7.39 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

98,883

Previous 100,841 1.94%

Holding current value

$7.39 Million

Previous $7.87 Million 11.7%

% of portfolio

1.58%

Previous 1.37%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$70.06 - $77.43 $137,177 - $151,607	-1,958 Reduced 1.94%	98,883 $6.95 Million
Q3 2024 Nov 04, 2024	SELL	$70.09 - $78.74 $351,641 - $395,038	-5,017 Reduced 4.74%	100,841 $7.87 Million
Q2 2024 Aug 01, 2024	BUY	$70.77 - $76.19 $7.49 Million - $8.07 Million	105,858 New	105,858 $7.69 Million
Q4 2023 Feb 05, 2024	BUY	$61.3 - $70.47 $63,568 - $73,077	1,037 Added 0.89%	117,090 $8.24 Million
Q3 2023 Oct 16, 2023	BUY	$64.04 - $69.58 $2.41 Million - $2.62 Million	37,645 Added 48.01%	116,053 $7.47 Million
Q2 2023 Jul 27, 2023	BUY	$66.03 - $69.1 $2.12 Million - $2.22 Million	32,065 Added 69.19%	78,408 $5.29 Million
Q1 2023 May 10, 2023	BUY	$62.17 - $67.7 $2.88 Million - $3.14 Million	46,343 New	46,343 $3.1 Million
Q1 2022 May 16, 2022	SELL	$63.26 - $75.48 $13.5 Million - $16.2 Million	-214,111 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $937,713 - $1.01 Million	12,959 Added 6.44%	214,111 $16 Million
Q3 2021 Nov 15, 2021	BUY	$72.98 - $78.2 $13,793 - $14,779	189 Added 0.09%	201,152 $14.9 Million
Q2 2021 Aug 13, 2021	SELL	$73.11 - $77.88 $329,579 - $351,083	-4,508 Reduced 2.19%	200,963 $15 Million
Q1 2021 May 14, 2021	BUY	$68.58 - $73.12 $16,802 - $17,914	245 Added 0.12%	205,471 $14.8 Million
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $11.9 Million - $14.3 Million	205,226 New	205,226 $14.2 Million

Others Institutions Holding IEFA

# of Institutions

2,056

Shares Held

1.49B

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 Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Account

Legacy Capital Wealth Partners, LLC Ishares Tr Transaction History