Roger Wittlin Investment Advisory, LLC Ishares Tr Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
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 $1.77 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
23,771
Previous 24,317
2.25%
Holding current value
$1.77 Million
Previous $1.8 Million
4.32%
% of portfolio
1.12%
Previous 1.27%
Shares
10 transactions
Others Institutions Holding IEFA
# of Institutions
1,938Shares Held
1.42BCall Options Held
142KPut Options Held
534K-
Bank Of America Corp Charlotte, NC173MShares$12.8 Billion1.12% of portfolio
-
Morgan Stanley New York, NY98.7MShares$7.33 Billion0.56% of portfolio
-
Jones Financial Companies Lllp84.5MShares$6.28 Billion7.1% of portfolio
-
Wells Fargo & Company San Francisco, CA60.1MShares$4.46 Billion1.07% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.38 Billion14.41% of portfolio