Pinnacle Family Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q2 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 39,629 shares of EFA stock, worth $3.29 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

39,629

Previous 33,688 17.64%

Holding current value

$3.29 Million

Previous $2.69 Million 15.39%

% of portfolio

1.91%

Previous 1.58%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$76.09 - $82.16 $452,050 - $488,112	5,941 Added 17.64%	39,629 $3.1 Million
Q1 2024 May 15, 2024	SELL	$73.11 - $80.04 $75,741 - $82,921	-1,036 Reduced 2.98%	33,688 $2.69 Million
Q4 2023 Feb 14, 2024	SELL	$65.84 - $75.47 $1.19 Million - $1.36 Million	-18,030 Reduced 34.18%	34,724 $2.62 Million
Q3 2023 Nov 14, 2023	SELL	$68.56 - $74.46 $2.22 Million - $2.42 Million	-32,435 Reduced 38.07%	52,754 $3.64 Million
Q2 2023 Aug 14, 2023	BUY	$70.67 - $73.9 $223,034 - $233,228	3,156 Added 3.85%	85,189 $6.18 Million
Q1 2023 May 15, 2023	BUY	$66.22 - $72.19 $1.96 Million - $2.14 Million	29,664 Added 56.64%	82,033 $5.87 Million
Q4 2022 Feb 10, 2023	BUY	$55.71 - $67.79 $2.92 Million - $3.55 Million	52,369 New	52,369 $3.44 Million
Q1 2022 May 16, 2022	SELL	$66.84 - $79.66 $1.84 Million - $2.2 Million	-27,556 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$76.4 - $81.83 $78,921 - $84,530	-1,033 Reduced 3.61%	27,556 $2.17 Million
Q3 2021 Nov 12, 2021	BUY	$76.9 - $82.13 $139,727 - $149,230	1,817 Added 6.79%	28,589 $2.23 Million
Q2 2021 Aug 16, 2021	BUY	$76.86 - $81.95 $219,742 - $234,295	2,859 Added 11.96%	26,772 $2.11 Million
Q1 2021 May 14, 2021	BUY	$72.39 - $76.92 $403,139 - $428,367	5,569 Added 30.36%	23,913 $1.81 Million
Q4 2020 Feb 16, 2021	SELL	$61.39 - $73.52 $380,618 - $455,824	-6,200 Reduced 25.26%	18,344 $1.34 Million
Q3 2020 Nov 16, 2020	BUY	$61.1 - $65.92 $619,065 - $667,901	10,132 Added 70.3%	24,544 $1.56 Million
Q2 2020 Aug 12, 2020	BUY	$50.9 - $64.65 $176,470 - $224,141	3,467 Added 31.68%	14,412 $877,000
Q1 2020 May 13, 2020	SELL	$46.5 - $70.38 $650,907 - $985,179	-13,998 Reduced 56.12%	10,945 $590,000
Q4 2019 Feb 14, 2020	BUY	$63.25 - $69.66 $826,361 - $910,107	13,065 Added 109.99%	24,943 $1.73 Million
Q3 2019 Nov 14, 2019	BUY	$61.3 - $66.68 $61,483 - $66,880	1,003 Added 9.22%	11,878 $775,000
Q2 2019 Aug 14, 2019	SELL	$63.4 - $66.99 $131,935 - $139,406	-2,081 Reduced 16.06%	10,875 $715,000
Q1 2019 May 15, 2019	BUY	$58.13 - $65.61 $753,132 - $850,043	12,956 New	12,956 $840,000
Q1 2018 May 15, 2018	SELL	$67.94 - $75.25 $1.05 Million - $1.16 Million	-15,413 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$68.42 - $70.8 $65,204 - $67,472	953 Added 6.59%	15,413 $1.08 Million
Q3 2017 Nov 13, 2017	SELL	$66.39 - $68.48 $1,726 - $1,780	-26 Reduced 0.18%	14,460 $990,000
Q2 2017 Sep 08, 2017	BUY	N/A	518 Added 3.71%	14,486 $944,000
Q1 2017 Sep 08, 2017	BUY	N/A	13,968	13,968 $870,000

Others Institutions Holding EFA

# of Institutions

2,076

Shares Held

570M

Call Options Held

67.1M

Put Options Held

106M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Account

Pinnacle Family Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History