Lumature Wealth Partners, LLC Ishares Tr Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 84,590 shares of IEFA stock, worth $7.05 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares

84,590

Previous 84,234 0.42%

Holding current value

$7.05 Million

Previous $5.63 Million 1.39%

% of portfolio

3.41%

Previous 3.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $23,506 - $24,599	356 Added 0.42%	84,590 $5.71 Million
Q1 2023 May 15, 2023	SELL	$62.17 - $67.7 $172,273 - $187,596	-2,771 Reduced 3.18%	84,234 $5.63 Million
Q4 2022 Feb 14, 2023	SELL	$52.35 - $63.65 $206,782 - $251,417	-3,950 Reduced 4.34%	87,005 $5.36 Million
Q3 2022 Nov 10, 2022	SELL	$52.32 - $63.1 $88,473 - $106,702	-1,691 Reduced 1.83%	90,955 $4.79 Million
Q2 2022 Aug 10, 2022	BUY	$57.91 - $70.46 $385,738 - $469,334	6,661 Added 7.75%	92,646 $5.45 Million
Q1 2022 May 13, 2022	BUY	$63.26 - $75.48 $155,113 - $185,076	2,452 Added 2.94%	85,985 $5.98 Million
Q4 2021 Feb 10, 2022	BUY	$72.36 - $77.76 $323,015 - $347,120	4,464 Added 5.65%	83,533 $6.24 Million
Q3 2021 Oct 29, 2021	BUY	$72.98 - $78.2 $265,428 - $284,413	3,637 Added 4.82%	79,069 $5.87 Million
Q2 2021 Aug 10, 2021	BUY	$73.11 - $77.88 $209,825 - $223,515	2,870 Added 3.96%	75,432 $5.65 Million
Q1 2021 May 11, 2021	BUY	$68.58 - $73.12 $838,527 - $894,038	12,227 Added 20.27%	72,562 $5.23 Million
Q4 2020 Feb 08, 2021	BUY	$58.13 - $69.71 $3.51 Million - $4.21 Million	60,335 New	60,335 $4.17 Million

Others Institutions Holding IEFA

# of Institutions

2,315

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
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Lumature Wealth Partners, LLC Ishares Tr Transaction History