Mosaic Family Wealth Partners, LLC Ishares Tr Transaction History

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 7,208 shares of IEFA stock, worth $545,068. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,208

Previous 6,857 5.12%

Holding current value

$545,068

Previous $535 Million 5.35%

% of portfolio

0.07%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$70.06 - $77.43 $24,591 - $27,177	351 Added 5.12%	7,208 $507 Million
Q3 2024 Nov 13, 2024	BUY	$70.09 - $78.74 $10,934 - $12,283	156 Added 2.33%	6,857 $535 Million
Q2 2024 Aug 06, 2024	BUY	$70.77 - $76.19 $21,867 - $23,542	309 Added 4.83%	6,701 $487 Million
Q1 2024 Jun 13, 2024	SELL	$68.14 - $74.43 $27,256 - $29,772	-400 Reduced 5.89%	6,392 $474 Million
Q4 2023 Jan 29, 2024	BUY	$61.3 - $70.47 $60,319 - $69,342	984 Added 16.94%	6,792 $478 Million
Q3 2023 Nov 01, 2023	SELL	$64.04 - $69.58 $1,793 - $1,948	-28 Reduced 0.48%	5,808 $374 Million
Q2 2023 Aug 08, 2023	SELL	$66.03 - $69.1 $40,476 - $42,358	-613 Reduced 9.51%	5,836 $394 Million
Q1 2023 Apr 10, 2023	SELL	$62.17 - $67.7 $3,295 - $3,588	-53 Reduced 0.82%	6,449 $431 Million
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $340,379 - $413,852	6,502 New	6,502 $401 Million

Others Institutions Holding IEFA

# of Institutions

2,149

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Ishares Tr Transaction History