Traverso Chambers Private Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 7,504 shares of EFA stock, worth $593,266. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,504

Previous 7,493 0.15%

Holding current value

$593,266

Previous $516,000 9.5%

% of portfolio

0.14%

Previous 0.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$65.84 - $75.47 $724 - $830	11 Added 0.15%	7,504 $565,000
Q2 2023 Jul 13, 2023	BUY	$70.67 - $73.9 $36,889 - $38,575	522 Added 7.49%	7,493 $543,000
Q4 2022 Jan 27, 2023	BUY	$58.53 - $67.79 $234 - $271	4 Added 0.06%	6,971 $457,000
Q3 2022 Oct 12, 2022	SELL	$56.76 - $66.76 $55,511 - $65,291	-978 Reduced 12.31%	6,967 $390,000
Q2 2022 Jul 13, 2022	SELL	$61.48 - $74.59 $65,599 - $79,587	-1,067 Reduced 11.84%	7,945 $496,000

Q1 2022 Apr 13, 2022	BUY	$66.84 - $79.66 $267 - $318	4 Added 0.04%	9,012 $663,000
Q4 2021 Jan 19, 2022	BUY	$76.4 - $81.83 $2,521 - $2,700	33 Added 0.37%	9,008 $709,000
Q2 2021 Aug 12, 2021	BUY	$76.86 - $81.95 $1,921 - $2,048	25 Added 0.28%	8,975 $708,000
Q1 2021 Apr 15, 2021	BUY	$72.39 - $76.92 $92,007 - $97,765	1,271 Added 16.55%	8,950 $679,000
Q4 2020 Jan 19, 2021	BUY	$61.39 - $73.52 $1,043 - $1,249	17 Added 0.22%	7,679 $560,000
Q3 2020 Oct 20, 2020	SELL	$61.1 - $65.92 $3,604 - $3,889	-59 Reduced 0.76%	7,662 $488,000
Q2 2020 Jul 09, 2020	SELL	$50.9 - $64.65 $413,562 - $525,281	-8,125 Reduced 51.27%	7,721 $470,000
Q1 2020 Apr 10, 2020	SELL	$46.5 - $70.38 $37,665 - $57,007	-810 Reduced 4.86%	15,846 $847,000
Q4 2019 Jan 09, 2020	BUY	$63.25 - $69.66 $160,212 - $176,448	2,533 Added 17.94%	16,656 $1.16 Million
Q3 2019 Oct 31, 2019	SELL	$61.3 - $66.68 $85,023 - $92,485	-1,387 Reduced 8.94%	14,123 $921,000
Q2 2019 Jul 17, 2019	BUY	$63.4 - $66.99 $87,935 - $92,915	1,387 Added 9.82%	15,510 $1.03 Million
Q1 2019 Apr 10, 2019	SELL	$58.13 - $65.61 $21,915 - $24,734	-377 Reduced 2.6%	14,123 $916,000
Q4 2018 Feb 12, 2019	BUY	$56.89 - $68.07 $824,905 - $987,014	14,500 New	14,500 $852,000

Others Institutions Holding EFA

# of Institutions

2,059

Shares Held

564M

Call Options Held

65.3M

Put Options Held

115M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.

Account

Traverso Chambers Private Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History