Stone Point Wealth LLC Ishares Tr Transaction History

Stone Point Wealth LLC

$275 Million
Q2 2024

A detailed history of Stone Point Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Stone Point Wealth LLC holds 14,300 shares of IEFA stock, worth $1.1 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

14,300

Previous 14,206 0.66%

Holding current value

$1.1 Million

Previous $1.05 Million 1.52%

% of portfolio

0.38%

Previous 0.37%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$70.77 - $76.19 $6,652 - $7,161	94 Added 0.66%	14,300 $1.04 Million
Q1 2024 May 01, 2024	SELL	$68.14 - $74.43 $13,764 - $15,034	-202 Reduced 1.4%	14,206 $1.05 Million
Q4 2023 Jan 26, 2024	SELL	$61.3 - $70.47 $53,085 - $61,027	-866 Reduced 5.67%	14,408 $1.01 Million
Q3 2023 Oct 25, 2023	BUY	$64.04 - $69.58 $98,941 - $107,501	1,545 Added 11.25%	15,274 $982,000
Q2 2023 Jul 25, 2023	BUY	$66.03 - $69.1 $22,054 - $23,079	334 Added 2.49%	13,729 $926,000
Q1 2023 Apr 20, 2023	BUY	$62.17 - $67.7 $33,882 - $36,896	545 Added 4.24%	13,395 $895,000
Q4 2022 Jan 20, 2023	BUY	$52.35 - $63.65 $53,972 - $65,623	1,031 Added 8.72%	12,850 $0
Q3 2022 Nov 03, 2022	BUY	$52.32 - $63.1 $64,667 - $77,991	1,236 Added 11.68%	11,819 $622,000
Q2 2022 Jul 19, 2022	SELL	$57.91 - $70.46 $18,299 - $22,265	-316 Reduced 2.9%	10,583 $623,000
Q1 2022 Apr 29, 2022	BUY	$63.26 - $75.48 $276,382 - $329,772	4,369 Added 66.91%	10,899 $766,000
Q4 2021 Feb 10, 2022	BUY	$72.36 - $77.76 $472,510 - $507,772	6,530 New	6,530 $489,000

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

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Stone Point Wealth LLC Ishares Tr Transaction History