Mbl Wealth, LLC Ishares Tr Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mbl Wealth, LLC holds 280,826 shares of IEFA stock, worth $20.2 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares

280,826

Previous 274,684 2.24%

Holding current value

$20.2 Million

Previous $20.4 Million 0.06%

% of portfolio

2.45%

Previous 2.46%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$70.77 - $76.19 $434,669 - $467,958	6,142 Added 2.24%	280,826 $20.4 Million
Q1 2024 Apr 22, 2024	BUY	$68.14 - $74.43 $331,024 - $361,580	4,858 Added 1.8%	274,684 $20.4 Million
Q4 2023 Jan 18, 2024	BUY	$61.3 - $70.47 $680,675 - $782,498	11,104 Added 4.29%	269,826 $19 Million
Q3 2023 Oct 11, 2023	SELL	$64.04 - $69.58 $110,340 - $119,886	-1,723 Reduced 0.66%	258,722 $16.6 Million
Q2 2023 Jul 17, 2023	BUY	$66.03 - $69.1 $253,687 - $265,482	3,842 Added 1.5%	260,445 $17.6 Million
Q1 2023 Apr 11, 2023	BUY	$62.17 - $67.7 $2.68 Million - $2.92 Million	43,060 Added 20.16%	256,603 $17.2 Million
Q4 2022 Jan 12, 2023	SELL	$52.35 - $63.65 $2.44 Million - $2.97 Million	-46,644 Reduced 17.93%	213,543 $13.2 Million
Q3 2022 Jan 12, 2023	BUY	$52.32 - $63.1 $1.44 Million - $1.73 Million	27,471 Added 11.8%	260,187 $13.7 Million
Q2 2022 Jan 12, 2023	BUY	$57.91 - $70.46 $476,541 - $579,815	8,229 Added 3.67%	232,716 $13.7 Million
Q1 2022 May 02, 2022	BUY	$63.26 - $75.48 $1.52 Million - $1.82 Million	24,104 Added 12.03%	224,487 $15.6 Million
Q3 2021 Oct 25, 2021	BUY	$72.98 - $78.2 $3.19 Million - $3.42 Million	43,716 Added 27.9%	200,383 $14.9 Million
Q1 2021 May 27, 2021	BUY	$68.58 - $73.12 $358,810 - $382,563	5,232 Added 3.45%	156,667 $11.3 Million
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $8.8 Million - $10.6 Million	151,435 New	151,435 $10.5 Million

Others Institutions Holding IEFA

# of Institutions

1,997

Shares Held

1.42B

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 Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account