Morgan Rosel Wealth Management, LLC Ishares Tr Transaction History

Morgan Rosel Wealth Management, LLC

$292 Million
Q4 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 8,558 shares of IEFA stock, worth $646,300. This represents 0.21% of its overall portfolio holdings.

Number of Shares

8,558

Previous 4,809 77.96%

Holding current value

$646,300

Previous $375,000 60.27%

% of portfolio

0.21%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$70.06 - $77.43 $262,654 - $290,285	3,749 Added 77.96%	8,558 $601,000
Q1 2024 Apr 17, 2024	SELL	$68.14 - $74.43 $102,005 - $111,421	-1,497 Reduced 23.74%	4,809 $356,000
Q4 2023 Jan 19, 2024	BUY	$61.3 - $70.47 $2,513 - $2,889	41 Added 0.65%	6,306 $443,000
Q2 2023 Aug 04, 2023	BUY	$66.03 - $69.1 $26,676 - $27,916	404 Added 6.89%	6,265 $422,000
Q3 2022 Oct 14, 2022	SELL	$52.32 - $63.1 $80,782 - $97,426	-1,544 Reduced 20.85%	5,861 $309,000
Q2 2022 Jul 27, 2022	BUY	$57.91 - $70.46 $89,297 - $108,649	1,542 Added 26.3%	7,405 $436,000
Q2 2021 Jul 28, 2021	BUY	$73.11 - $77.88 $80,055 - $85,278	1,095 Added 22.97%	5,863 $439,000
Q1 2021 Apr 30, 2021	SELL	$68.58 - $73.12 $24,483 - $26,103	-357 Reduced 6.97%	4,768 $344,000
Q2 2020 Jul 13, 2020	SELL	$47.43 - $60.75 $13,043 - $16,706	-275 Reduced 5.09%	5,125 $293,000
Q4 2018 Feb 14, 2019	BUY	$53.06 - $64.19 $286,524 - $346,626	5,400 New	5,400 $297,000

Others Institutions Holding IEFA

# of Institutions

2,159

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Morgan Rosel Wealth Management, LLC with notifications on news.

Account

Morgan Rosel Wealth Management, LLC Ishares Tr Transaction History