Lutz Financial Services LLC Ishares Tr Msci Eafe ETF Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,356 shares of EFA stock, worth $260,090. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,356

Previous 3,356 -0.0%

Holding current value

$260,090

Previous $262,000 6.87%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$73.11 - $80.04 $657 - $720	-9 Reduced 0.27%	3,356 $268,000
Q3 2023 Nov 03, 2023	SELL	$68.56 - $74.46 $6,581 - $7,148	-96 Reduced 2.77%	3,365 $231,000
Q2 2023 Aug 07, 2023	BUY	$70.67 - $73.9 $4,734 - $4,951	67 Added 1.97%	3,461 $250,000
Q1 2023 May 01, 2023	SELL	$66.22 - $72.19 $60,392 - $65,837	-912 Reduced 21.18%	3,394 $242,000
Q2 2022 Jul 20, 2022	BUY	$61.48 - $74.59 $264,732 - $321,184	4,306 New	4,306 $269,000
Q2 2020 Jul 28, 2020	SELL	$50.9 - $64.65 $911,975 - $1.16 Million	-17,917 Closed	0 $0
Q1 2020 Apr 27, 2020	SELL	$46.5 - $70.38 $1.43 Million - $2.17 Million	-30,770 Reduced 63.2%	17,917 $958,000
Q4 2019 Feb 03, 2020	BUY	$63.25 - $69.66 $2,719 - $2,995	43 Added 0.09%	48,687 $3.38 Million
Q3 2019 Oct 31, 2019	SELL	$61.3 - $66.68 $42,480 - $46,209	-693 Reduced 1.4%	48,644 $3.17 Million
Q2 2019 Aug 13, 2019	SELL	$63.4 - $66.99 $2,472 - $2,612	-39 Reduced 0.08%	49,337 $3.24 Million
Q1 2019 May 06, 2019	SELL	$58.13 - $65.61 $293,614 - $331,396	-5,051 Reduced 9.28%	49,376 $3.2 Million
Q4 2018 Feb 13, 2019	BUY	$56.89 - $68.07 $309,993 - $370,913	5,449 Added 11.13%	54,427 $3.2 Million
Q3 2018 Nov 13, 2018	BUY	$65.43 - $68.98 $740,340 - $780,508	11,315 Added 30.04%	48,978 $3.33 Million
Q2 2018 Aug 15, 2018	SELL	$66.35 - $71.9 $25,544 - $27,681	-385 Reduced 1.01%	37,663 $2.52 Million
Q1 2018 Apr 17, 2018	SELL	$67.94 - $75.25 $11,481 - $12,717	-169 Reduced 0.44%	38,048 $2.65 Million
Q4 2017 Apr 17, 2018	BUY	$68.42 - $70.8 $2.61 Million - $2.71 Million	38,217	38,217 $2.69 Million

Others Institutions Holding EFA

# of Institutions

2,116

Shares Held

572M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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Lutz Financial Services LLC Ishares Tr Msci Eafe ETF Transaction History