Selective Wealth Management, Inc. Ishares Tr Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 7,764 shares of IEFA stock, worth $574,380. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,764

Previous 7,604 2.1%

Holding current value

$574,380

Previous $593,000 8.09%

% of portfolio

0.22%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$70.06 - $77.43 $11,209 - $12,388	160 Added 2.1%	7,764 $545,000
Q3 2024 Oct 09, 2024	SELL	$70.09 - $78.74 $3,574 - $4,015	-51 Reduced 0.67%	7,604 $593,000
Q2 2024 Jul 10, 2024	BUY	$70.77 - $76.19 $13,304 - $14,323	188 Added 2.52%	7,655 $556,000
Q1 2024 Apr 11, 2024	BUY	$68.14 - $74.43 $508,801 - $555,768	7,467 New	7,467 $554,000
Q3 2022 Oct 21, 2022	BUY	$52.32 - $63.1 $11,719 - $14,134	224 New	224 $12,000
Q3 2020 Oct 21, 2020	SELL	$57.43 - $62.28 $52,835 - $57,297	-920 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$47.43 - $60.75 $7,209 - $9,234	152 Added 19.79%	920 $53,000
Q3 2019 Oct 29, 2019	BUY	$57.44 - $62.42 $44,113 - $47,938	768 New	768 $47,000

Others Institutions Holding IEFA

# of Institutions

2,083

Shares Held

1.5B

Call Options Held

155K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Selective Wealth Management, Inc. Ishares Tr Transaction History