Carson Allaria Wealth Management, Ltd. Ishares Tr Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q4 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 922 shares of IEFA stock, worth $69,159. This represents 0.04% of its overall portfolio holdings.

Number of Shares
922
Previous 929 0.75%
Holding current value
$69,159
Previous $72,000 11.11%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$70.06 - $77.43 $490 - $542
-7 Reduced 0.75%
922 $64,000
Q3 2024

Oct 21, 2024
BUY
$70.09 - $78.74 $490 - $551
7 Added 0.76%
929 $72,000
Q2 2024

Jul 22, 2024
SELL
$70.77 - $76.19 $5,590 - $6,019
-79 Reduced 7.89%
922 $66,000
Q1 2024

May 07, 2024
SELL
$68.14 - $74.43 $9,812 - $10,717
-144 Reduced 12.58%
1,001 $74,000
Q4 2023

Feb 08, 2024
BUY
$61.3 - $70.47 $70,188 - $80,688
1,145 New
1,145 $80,000

Others Institutions Holding IEFA

# of Institutions
2,097
Shares Held
1.49B
Call Options Held
155K
Put Options Held
52.1K
View Full List

About ISHARES TR

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

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. 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 Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email