A detailed history of Waldron Private Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Waldron Private Wealth LLC holds 106,856 shares of IEFA stock, worth $7.68 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
106,856
Previous 105,091 1.68%
Holding current value
$7.68 Million
Previous $7.63 Million 9.26%
% of portfolio
0.35%
Previous 0.34%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$70.09 - $78.74 $123,708 - $138,976
1,765 Added 1.68%
106,856 $8.34 Million
Q2 2024

Jul 31, 2024

SELL
$70.77 - $76.19 $110,471 - $118,932
-1,561 Reduced 1.46%
105,091 $7.63 Million
Q1 2024

May 09, 2024

BUY
$68.14 - $74.43 $605,764 - $661,682
8,890 Added 9.09%
106,652 $7.92 Million
Q4 2023

Aug 29, 2024

SELL
$61.3 - $70.47 $98,141 - $112,822
-1,601 Reduced 1.61%
97,762 $6.88 Million
Q4 2023

Jan 30, 2024

SELL
$61.3 - $70.47 $98,141 - $112,822
-1,601 Reduced 1.61%
97,762 $6.88 Million
Q3 2023

Aug 29, 2024

BUY
$64.04 - $69.58 $25,295 - $27,484
395 Added 0.4%
99,363 $6.39 Million
Q3 2023

Oct 26, 2023

BUY
$64.04 - $69.58 $25,295 - $27,484
395 Added 0.4%
99,363 $6.39 Million
Q2 2023

Aug 29, 2024

SELL
$66.03 - $69.1 $10.3 Million - $10.8 Million
-156,640 Reduced 61.28%
98,968 $6.68 Million
Q2 2023

Aug 07, 2023

SELL
$66.03 - $69.1 $10.3 Million - $10.8 Million
-156,640 Reduced 61.28%
98,968 $6.68 Million
Q1 2023

Aug 29, 2024

BUY
$62.17 - $67.7 $9.36 Million - $10.2 Million
150,517 Added 143.23%
255,608 $17.1 Million
Q1 2023

May 02, 2023

BUY
$62.17 - $67.7 $3.25 Million - $3.54 Million
52,355 Added 25.76%
255,608 $17.1 Million
Q3 2022

Nov 14, 2022

BUY
$52.32 - $63.1 $821,424 - $990,670
15,700 Added 8.37%
203,253 $10.7 Million
Q2 2022

Aug 03, 2022

BUY
$57.91 - $70.46 $2.25 Million - $2.74 Million
38,908 Added 26.18%
187,553 $11 Million
Q1 2022

May 04, 2022

BUY
$63.26 - $75.48 $1.08 Million - $1.29 Million
17,127 Added 13.02%
148,645 $10.3 Million
Q4 2021

Feb 02, 2022

BUY
$72.36 - $77.76 $141,319 - $151,865
1,953 Added 1.51%
131,518 $9.83 Million
Q3 2021

Nov 02, 2021

BUY
$72.98 - $78.2 $153,695 - $164,689
2,106 Added 1.65%
129,565 $9.62 Million
Q2 2021

Aug 06, 2021

BUY
$73.11 - $77.88 $228,322 - $243,219
3,123 Added 2.51%
127,459 $9.54 Million
Q1 2021

May 11, 2021

SELL
$68.58 - $73.12 $76,878 - $81,967
-1,121 Reduced 0.89%
124,336 $8.96 Million
Q4 2020

Feb 12, 2021

BUY
$58.13 - $69.71 $124,630 - $149,458
2,144 Added 1.74%
125,457 $8.67 Million
Q3 2020

Nov 13, 2020

BUY
$57.43 - $62.28 $553,912 - $600,690
9,645 Added 8.49%
123,313 $7.43 Million
Q2 2020

Aug 11, 2020

BUY
$47.43 - $60.75 $531,026 - $680,157
11,196 Added 10.93%
113,668 $6.5 Million
Q1 2020

May 05, 2020

BUY
$43.31 - $66.12 $4.44 Million - $6.78 Million
102,472 New
102,472 $5.11 Million

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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