A detailed history of Occidental Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Occidental Asset Management, LLC holds 24,050 shares of IEFA stock, worth $1.75 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
24,050
Previous 21,704 10.81%
Holding current value
$1.75 Million
Previous $1.53 Million 16.91%
% of portfolio
0.34%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

BUY
$68.14 - $74.43 $159,856 - $174,612
2,346 Added 10.81%
24,050 $1.78 Million
Q4 2023

Jan 18, 2024

BUY
$61.3 - $70.47 $239,683 - $275,537
3,910 Added 21.97%
21,704 $1.53 Million
Q3 2023

Oct 18, 2023

SELL
$64.04 - $69.58 $771,938 - $838,717
-12,054 Reduced 40.38%
17,794 $1.15 Million
Q2 2023

Jul 11, 2023

BUY
$66.03 - $69.1 $1.97 Million - $2.06 Million
29,848 New
29,848 $2.01 Million

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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