Selective Wealth Management, Inc. Ishares Tr Transaction History

Selective Wealth Management, Inc.

$240 Million
Q1 2025

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 $640,995. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,764

Previous 7,764 -0.0%

Holding current value

$640,995

Previous $545,000 8.81%

% of portfolio

0.25%

Previous 0.22%

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

2,257

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Ishares Tr Transaction History