Waterford Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Waterford Advisors, LLC

  • $196 Million
  • Q3 2024

A detailed history of Waterford Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 7,592 shares of EFA stock, worth $588,000. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,592
Previous 8,460 10.26%
Holding current value
$588,000
Previous $662,000 4.23%
% of portfolio
0.32%
Previous 0.28%

Shares

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

Nov 14, 2024
SELL
$75.32 - $84.37 $65,377 - $73,233
-868 Reduced 10.26%
7,592 $634,000
Q1 2024

May 15, 2024
SELL
$73.11 - $80.04 $14,622 - $16,008
-200 Reduced 2.31%
8,460 $675,000
Q4 2023

Feb 13, 2024
SELL
$65.84 - $75.47 $4,608 - $5,282
-70 Reduced 0.8%
8,660 $652,000
Q3 2023

Nov 07, 2023
SELL
$68.56 - $74.46 $9,461 - $10,275
-138 Reduced 1.56%
8,730 $601,000
Q4 2022

Feb 14, 2023
BUY
$55.71 - $67.79 $494,036 - $601,161
8,868 New
8,868 $582,000

Others Institutions Holding EFA

# of Institutions
2,118
Shares Held
574M
Call Options Held
74.2M
Put Options Held
110M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, 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 Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email