Schrum Private Wealth Management LLC Ishares Tr Transaction History

Schrum Private Wealth Management LLC

  • $111 Million
  • Q2 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 6,366 shares of IEFA stock, worth $489,418. This represents 0.42% of its overall portfolio holdings.

Number of Shares
6,366
Previous 5,554 14.62%
Holding current value
$489,418
Previous $412,000 12.14%
% of portfolio
0.42%
Previous 0.37%

Shares

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

Jul 30, 2024
BUY
$70.77 - $76.19 $57,465 - $61,866
812 Added 14.62%
6,366 $462,000
Q1 2024

May 02, 2024
BUY
$68.14 - $74.43 $91,375 - $99,810
1,341 Added 31.83%
5,554 $412,000
Q4 2023

Jan 25, 2024
SELL
$61.3 - $70.47 $56,150 - $64,550
-916 Reduced 17.86%
4,213 $296,000
Q3 2023

Nov 06, 2023
BUY
$64.04 - $69.58 $90,360 - $98,177
1,411 Added 37.95%
5,129 $330,000
Q2 2023

Jul 24, 2023
BUY
$66.03 - $69.1 $14,922 - $15,616
226 Added 6.47%
3,718 $250,000
Q1 2023

Apr 19, 2023
SELL
$62.17 - $67.7 $90,643 - $98,706
-1,458 Reduced 29.45%
3,492 $233,000
Q4 2022

Jan 19, 2023
BUY
$52.35 - $63.65 $259,132 - $315,067
4,950 New
4,950 $0

Others Institutions Holding IEFA

# of Institutions
1,941
Shares Held
1.42B
Call Options Held
142K
Put Options Held
534K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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