A detailed history of Twelve Points Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 4,785 shares of IEFA stock, worth $346,003. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,785
Previous 4,785 -0.0%
Holding current value
$346,003
Previous $347,000 7.49%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jul 12, 2024

BUY
$70.77 - $76.19 $707 - $761
10 Added 0.21%
4,785 $347,000
Q1 2024

Apr 15, 2024

SELL
$68.14 - $74.43 $73,046 - $79,788
-1,072 Reduced 18.33%
4,775 $354,000
Q4 2023

Jan 12, 2024

SELL
$61.3 - $70.47 $182,122 - $209,366
-2,971 Reduced 33.69%
5,847 $411,000
Q3 2023

Oct 18, 2023

BUY
$64.04 - $69.58 $67,626 - $73,476
1,056 Added 13.6%
8,818 $567,000
Q2 2023

Jul 13, 2023

SELL
$66.03 - $69.1 $96,271 - $100,747
-1,458 Reduced 15.81%
7,762 $523,000
Q1 2023

Apr 18, 2023

BUY
$62.17 - $67.7 $67,578 - $73,589
1,087 Added 13.37%
9,220 $616,000
Q4 2022

Jan 17, 2023

BUY
$52.35 - $63.65 $17,694 - $21,513
338 Added 4.34%
8,133 $0
Q3 2022

Oct 20, 2022

SELL
$52.32 - $63.1 $43,007 - $51,868
-822 Reduced 9.54%
7,795 $411,000
Q2 2022

Jul 18, 2022

SELL
$57.91 - $70.46 $15,346 - $18,671
-265 Reduced 2.98%
8,617 $507,000
Q1 2022

May 11, 2022

BUY
$63.26 - $75.48 $54,277 - $64,761
858 Added 10.69%
8,882 $617,000
Q4 2021

Mar 18, 2022

BUY
$72.36 - $77.76 $580,616 - $623,946
8,024 New
8,024 $599,000

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Twelve Points Wealth Management LLC Portfolio

Follow Twelve Points Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Twelve Points Wealth Management LLC with notifications on news.