Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,761 shares of IEFA stock, worth $813,746. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,761
Previous 8,237 30.64%
Holding current value
$813,746
Previous $643 Million 24.64%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$70.06 - $77.43 $176,831 - $195,433
2,524 Added 30.64%
10,761 $801 Million
Q3 2024

Nov 05, 2024
SELL
$70.09 - $78.74 $8,761 - $9,842
-125 Reduced 1.49%
8,237 $643 Million
Q2 2024

Aug 07, 2024
SELL
$70.77 - $76.19 $7,077 - $7,619
-100 Reduced 1.18%
8,362 $607 Million
Q1 2024

May 13, 2024
BUY
$68.14 - $74.43 $576,600 - $629,826
8,462 New
8,462 $632 Million

Others Institutions Holding IEFA

# of Institutions
2,152
Shares Held
1.52B
Call Options Held
86.4K
Put Options Held
6.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email