Montz Harcus Wealth Management LLC Ishares Tr Transaction History

Montz Harcus Wealth Management LLC

  • $169 Million
  • Q3 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 99,178 shares of IEFA stock, worth $7.17 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares
99,178
Previous 97,617 1.6%
Holding current value
$7.17 Million
Previous $7.09 Million 9.17%
% of portfolio
4.57%
Previous 4.64%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$70.09 - $78.74 $109,410 - $122,913
1,561 Added 1.6%
99,178 $7.74 Million
Q2 2024

Jul 19, 2024
BUY
$70.77 - $76.19 $558,587 - $601,367
7,893 Added 8.8%
97,617 $7.09 Million
Q1 2024

May 07, 2024
BUY
$68.14 - $74.43 $243,873 - $266,384
3,579 Added 4.15%
89,724 $6.66 Million
Q4 2023

Jan 22, 2024
BUY
$61.3 - $70.47 $430,755 - $495,192
7,027 Added 8.88%
86,145 $6.06 Million
Q3 2023

Nov 14, 2023
BUY
$64.04 - $69.58 $20,172 - $21,917
315 Added 0.4%
79,118 $5.09 Million
Q2 2023

Jul 21, 2023
BUY
$66.03 - $69.1 $54,672 - $57,214
828 Added 1.06%
78,803 $5.32 Million
Q1 2023

Apr 25, 2023
SELL
$62.17 - $67.7 $12,371 - $13,472
-199 Reduced 0.25%
77,975 $5.21 Million
Q4 2022

Jan 20, 2023
BUY
$52.35 - $63.65 $6,334 - $7,701
121 Added 0.16%
78,174 $0
Q3 2022

Nov 02, 2022
BUY
$52.32 - $63.1 $12,295 - $14,828
235 Added 0.3%
78,053 $4.11 Million
Q2 2022

Jul 18, 2022
BUY
$57.91 - $70.46 $3,127 - $3,804
54 Added 0.07%
77,818 $4.58 Million
Q1 2022

May 05, 2022
BUY
$63.26 - $75.48 $65,663 - $78,348
1,038 Added 1.35%
77,764 $5.41 Million
Q4 2021

Mar 24, 2022
BUY
$72.36 - $77.76 $5.55 Million - $5.97 Million
76,726 New
76,726 $5.73 Million

Others Institutions Holding IEFA

# of Institutions
1,998
Shares Held
1.42B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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