A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 23,771 shares of IEFA stock, worth $1.72 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
23,771
Previous 23,771 -0.0%
Holding current value
$1.72 Million
Previous $1.73 Million 7.47%
% of portfolio
1.08%
Previous 1.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$70.77 - $76.19 $38,640 - $41,599
-546 Reduced 2.25%
23,771 $1.73 Million
Q1 2024

May 02, 2024

SELL
$68.14 - $74.43 $103,709 - $113,282
-1,522 Reduced 5.89%
24,317 $1.8 Million
Q4 2023

Jan 23, 2024

BUY
$61.3 - $70.47 $326,299 - $375,111
5,323 Added 25.95%
25,839 $1.82 Million
Q3 2023

Nov 14, 2023

BUY
$64.04 - $69.58 $88,311 - $95,950
1,379 Added 7.21%
20,516 $1.32 Million
Q2 2023

Jul 31, 2023

BUY
$66.03 - $69.1 $466,369 - $488,053
7,063 Added 58.5%
19,137 $1.29 Million
Q1 2023

May 12, 2023

BUY
$62.17 - $67.7 $750,640 - $817,409
12,074 New
12,074 $807,000
Q3 2022

Oct 25, 2022

SELL
$52.32 - $63.1 $3.46 Million - $4.17 Million
-66,073 Reduced 99.93%
49 $2,000
Q2 2022

Jul 25, 2022

SELL
$57.91 - $70.46 $1.65 Million - $2.01 Million
-28,537 Reduced 30.15%
66,122 $3.89 Million
Q1 2022

May 16, 2022

SELL
$63.26 - $75.48 $1.46 Million - $1.74 Million
-23,029 Reduced 19.57%
94,659 $6.58 Million
Q4 2021

Feb 18, 2022

BUY
$72.36 - $77.76 $8.52 Million - $9.15 Million
117,688 New
117,688 $8.78 Million

Others Institutions Holding IEFA

About ISHARES TR


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