Vertex Planning Partners, LLC Ishares Tr Msci Eafe ETF Transaction History

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,025 shares of EFA stock, worth $318,941. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,025

Previous 4,127 2.47%

Holding current value

$318,941

Previous $323 Million 4.15%

% of portfolio

0.08%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$75.32 - $84.37 $7,682 - $8,605	-102 Reduced 2.47%	4,025 $337 Million
Q2 2024 Aug 13, 2024	BUY	$76.09 - $82.16 $5,021 - $5,422	66 Added 1.63%	4,127 $323 Million
Q4 2023 Feb 14, 2024	BUY	$65.84 - $75.47 $2,962 - $3,396	45 Added 1.12%	4,061 $306 Million
Q2 2023 Aug 14, 2023	BUY	$70.67 - $73.9 $4,522 - $4,729	64 Added 1.62%	4,016 $291 Million
Q1 2023 May 16, 2023	SELL	$66.22 - $72.19 $16,819 - $18,336	-254 Reduced 6.04%	3,952 $283 Million
Q4 2022 Feb 06, 2023	BUY	$55.71 - $67.79 $234,316 - $285,124	4,206 New	4,206 $276 Million

Others Institutions Holding EFA

# of Institutions

2,144

Shares Held

574M

Call Options Held

74.5M

Put Options Held

110M

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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Ishares Tr Msci Eafe ETF Transaction History