Montz Harcus Wealth Management LLC Ishares Tr Transaction History

Montz Harcus Wealth Management LLC

$146 Million
Q1 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 89,724 shares of IEFA stock, worth $6.62 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares

89,724

Previous 86,145 4.15%

Holding current value

$6.62 Million

Previous $6.06 Million 9.88%

% of portfolio

4.55%

Previous 4.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$56.86 - $63.65 $6,880 - $7,701	121 Added 0.16%	78,174 $0
Q3 2022 Nov 02, 2022	BUY	$53.51 - $63.1 $12,574 - $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

1,889

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Montz Harcus Wealth Management LLC Ishares Tr Transaction History