A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 9,499 shares of IEFA stock, worth $672,434. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,499
Previous 8,884 6.92%
Holding current value
$672,434
Previous $645 Million 14.87%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Nov 12, 2024

BUY
$70.09 - $78.74 $43,105 - $48,425
615 Added 6.92%
9,499 $741 Million
Q2 2024

Aug 07, 2024

BUY
$70.77 - $76.19 $55,059 - $59,275
778 Added 9.6%
8,884 $645 Million
Q1 2024

May 08, 2024

SELL
$68.14 - $74.43 $83,471 - $91,176
-1,225 Reduced 13.13%
8,106 $602 Million
Q4 2023

Jan 29, 2024

BUY
$61.3 - $70.47 $571,990 - $657,555
9,331 New
9,331 $656 Million

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.