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

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

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 4,071 shares of EFA stock, worth $361,545. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,071

Previous 4,078 0.17%

Holding current value

$361,545

Previous $308 Million 7.91%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$74.85 - $84.89 $523 - $594	-7 Reduced 0.17%	4,071 $333 Million
Q4 2024 Feb 12, 2025	BUY	$75.1 - $82.99 $3,980 - $4,398	53 Added 1.32%	4,078 $308 Million
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

2,276

Shares Held

576M

Call Options Held

57.9M

Put Options Held

76.2M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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