Schneider Downs Wealth Management Advisors, LP Ishares Tr Msci Eafe ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 87,353 shares of EFA stock, worth $6.73 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

87,353

Previous 87,744 0.45%

Holding current value

$6.73 Million

Previous $6.87 Million 6.3%

% of portfolio

1.53%

Previous 1.56%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$75.32 - $84.37 $29,450 - $32,988	-391 Reduced 0.45%	87,353 $7.31 Million
Q2 2024 Aug 07, 2024	BUY	$76.09 - $82.16 $1.81 Million - $1.96 Million	23,806 Added 37.23%	87,744 $6.87 Million
Q4 2023 Feb 09, 2024	SELL	$65.84 - $75.47 $1.65 Million - $1.89 Million	-25,033 Reduced 28.14%	63,938 $4.82 Million
Q3 2023 Nov 06, 2023	SELL	$68.56 - $74.46 $75,827 - $82,352	-1,106 Reduced 1.23%	88,971 $6.13 Million
Q2 2023 Jul 31, 2023	SELL	$70.67 - $73.9 $178,583 - $186,745	-2,527 Reduced 2.73%	90,077 $6.53 Million
Q1 2023 May 04, 2023	BUY	$66.22 - $72.19 $308,320 - $336,116	4,656 Added 5.29%	92,604 $6.62 Million
Q4 2022 Feb 01, 2023	BUY	$55.71 - $67.79 $2.31 Million - $2.81 Million	41,448 Added 89.14%	87,948 $5.77 Million
Q3 2022 Oct 26, 2022	BUY	$55.54 - $66.76 $1.84 Million - $2.21 Million	33,169 Added 248.81%	46,500 $2.6 Million
Q3 2021 Oct 14, 2021	SELL	$76.9 - $82.13 $194,095 - $207,296	-2,524 Reduced 15.92%	13,331 $1.04 Million
Q3 2020 Oct 14, 2020	BUY	$61.1 - $65.92 $219,960 - $237,312	3,600 Added 29.38%	15,855 $1.01 Million
Q2 2020 Jul 15, 2020	SELL	$50.9 - $64.65 $250,122 - $317,690	-4,914 Reduced 28.62%	12,255 $746,000
Q1 2020 Apr 21, 2020	BUY	$46.5 - $70.38 $50,034 - $75,728	1,076 Added 6.69%	17,169 $918,000
Q4 2019 Jan 23, 2020	BUY	$63.25 - $69.66 $134,849 - $148,515	2,132 Added 15.27%	16,093 $1.12 Million
Q4 2018 Jan 31, 2019	BUY	$56.89 - $68.07 $97,054 - $116,127	1,706 Added 13.92%	13,961 $821,000
Q1 2018 Apr 17, 2018	BUY	$67.94 - $75.25 $832,604 - $922,188	12,255 New	12,255 $854,000

Others Institutions Holding EFA

# of Institutions

2,118

Shares Held

572M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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Schneider Downs Wealth Management Advisors, LP Ishares Tr Msci Eafe ETF Transaction History