Capital Advisors Wealth Management, LLC Ishares Tr Transaction History

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 3,121 shares of IEFA stock, worth $217,689. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,121
Previous 3,171 1.58%
Holding current value
$217,689
Previous $230,000 5.65%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 15, 2024
SELL
$70.09 - $78.74 $3,504 - $3,936
-50 Reduced 1.58%
3,121 $243,000
Q1 2024

Apr 12, 2024
SELL
$68.14 - $74.43 $34,070 - $37,215
-500 Reduced 13.62%
3,171 $235,000
Q3 2023

Oct 10, 2023
BUY
$64.04 - $69.58 $235,090 - $255,428
3,671 New
3,671 $236,000

Others Institutions Holding IEFA

# of Institutions
2,004
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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