Williams Jones Wealth Management, Llc. Ishares Tr Transaction History

Williams Jones Wealth Management, Llc.

  • $7.94 Billion
  • Q2 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 3,189 shares of IEFA stock, worth $245,170. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,189
Previous 4,228 24.57%
Holding current value
$245,170
Previous $313,000 26.2%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$70.77 - $76.19 $73,530 - $79,161
-1,039 Reduced 24.57%
3,189 $231,000
Q1 2024

May 07, 2024
SELL
$68.14 - $74.43 $204 - $223
-3 Reduced 0.07%
4,228 $313,000
Q4 2023

Feb 14, 2024
SELL
$61.3 - $70.47 $6,130 - $7,047
-100 Reduced 2.31%
4,231 $297,000
Q1 2023

May 15, 2023
BUY
$62.17 - $67.7 $47,622 - $51,858
766 Added 21.49%
4,331 $289,000
Q4 2022

Feb 14, 2023
BUY
$52.35 - $63.65 $186,627 - $226,912
3,565 New
3,565 $219,000
Q2 2020

Aug 14, 2020
SELL
$47.43 - $60.75 $997,927 - $1.28 Million
-21,040 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$43.31 - $66.12 $4.86 Million - $7.43 Million
-112,323 Reduced 84.22%
21,040 $1.05 Million
Q4 2019

Feb 14, 2020
SELL
$59.36 - $65.51 $827,062 - $912,750
-13,933 Reduced 9.46%
133,363 $8.7 Million
Q3 2019

Nov 14, 2019
BUY
$57.44 - $62.42 $8.46 Million - $9.19 Million
147,296 New
147,296 $9 Million

Others Institutions Holding IEFA

# of Institutions
1,941
Shares Held
1.42B
Call Options Held
142K
Put Options Held
534K
View Full List

About ISHARES TR

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

Track Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, 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 Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email