Mbl Wealth, LLC Ishares Tr Transaction History

Mbl Wealth, LLC

$866 Million
Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mbl Wealth, LLC holds 285,853 shares of IEFA stock, worth $22.5 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

285,853

Previous 280,826 1.79%

Holding current value

$22.5 Million

Previous $20.4 Million 9.37%

% of portfolio

2.57%

Previous 2.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Jan 08, 2025	BUY	$70.09 - $78.74 $352,342 - $395,825	5,027 Added 1.79%	285,853 $22.3 Million
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

2,164

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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