Wealth Dimensions Group, Ltd. Ishares Tr Msci Eafe ETF Transaction History

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 4,659 shares of EFA stock, worth $349,890. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,659
Previous 4,886 4.65%
Holding current value
$349,890
Previous $382,000 1.83%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 12, 2024
SELL
$75.32 - $84.37 $17,097 - $19,151
-227 Reduced 4.65%
4,659 $389,000
Q2 2024

Aug 09, 2024
BUY
$76.09 - $82.16 $76 - $82
1 Added 0.02%
4,886 $382,000
Q4 2023

Feb 09, 2024
SELL
$65.84 - $75.47 $7,242 - $8,301
-110 Reduced 2.2%
4,885 $368,000
Q3 2023

Nov 14, 2023
SELL
$68.56 - $74.46 $116,414 - $126,433
-1,698 Reduced 25.37%
4,995 $344,000
Q2 2023

Aug 14, 2023
BUY
$70.67 - $73.9 $70 - $73
1 Added 0.01%
6,693 $485,000
Q1 2023

May 09, 2023
SELL
$66.22 - $72.19 $26,156 - $28,515
-395 Reduced 5.57%
6,692 $478,000
Q4 2022

Feb 10, 2023
BUY
$55.71 - $67.79 $15,208 - $18,506
273 Added 4.01%
7,087 $465,000
Q2 2022

Aug 05, 2022
SELL
$61.48 - $74.59 $5,225 - $6,340
-85 Reduced 1.23%
6,814 $426,000
Q4 2021

Feb 04, 2022
BUY
$76.4 - $81.83 $2,444 - $2,618
32 Added 0.47%
6,899 $543,000
Q2 2021

Aug 12, 2021
BUY
$76.86 - $81.95 $76 - $81
1 Added 0.01%
6,867 $542,000
Q1 2021

May 13, 2021
BUY
$72.39 - $76.92 $179,599 - $190,838
2,481 Added 56.58%
6,866 $521,000
Q4 2020

Feb 17, 2021
BUY
$61.39 - $73.52 $269,195 - $322,385
4,385 New
4,385 $320,000

Others Institutions Holding EFA

# of Institutions
2,119
Shares Held
573M
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
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