Congress Wealth Management LLC Ishares Tr Msci Eafe ETF Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 564,892 shares of EFA stock, worth $47.7 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
564,892
Previous 572,592 1.34%
Holding current value
$47.7 Million
Previous $47.9 Million 10.81%
% of portfolio
0.62%
Previous 0.67%

Shares

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

Feb 11, 2025
SELL
$75.1 - $82.99 $578,270 - $639,023
-7,700 Reduced 1.34%
564,892 $42.7 Million
Q3 2024

Nov 12, 2024
SELL
$75.32 - $84.37 $3.94 Million - $4.42 Million
-52,367 Reduced 8.38%
572,592 $47.9 Million
Q2 2024

Aug 13, 2024
BUY
$76.09 - $82.16 $1.61 Million - $1.74 Million
21,185 Added 3.51%
624,959 $49 Million
Q1 2024

Apr 18, 2024
SELL
$73.11 - $80.04 $1.97 Million - $2.15 Million
-26,886 Reduced 4.26%
603,774 $48.2 Million
Q4 2023

Feb 09, 2024
SELL
$65.84 - $75.47 $1.82 Million - $2.09 Million
-27,666 Reduced 4.2%
630,660 $47.5 Million
Q3 2023

Oct 30, 2023
BUY
$68.56 - $74.46 $6.07 Million - $6.6 Million
88,578 Added 15.55%
658,326 $45.4 Million
Q2 2023

Jul 13, 2023
SELL
$70.67 - $73.9 $898,639 - $939,712
-12,716 Reduced 2.18%
569,748 $41.3 Million
Q1 2023

Apr 14, 2023
SELL
$66.22 - $72.19 $9.38 Million - $10.2 Million
-141,659 Reduced 19.56%
582,464 $41.7 Million
Q4 2022

Feb 02, 2023
SELL
$55.71 - $67.79 $2.09 Million - $2.54 Million
-37,482 Reduced 4.92%
724,123 $47.5 Million
Q3 2022

Nov 08, 2022
SELL
$55.54 - $66.76 $2.53 Million - $3.05 Million
-45,616 Reduced 5.65%
761,605 $39.1 Million
Q2 2022

Aug 11, 2022
SELL
$61.48 - $74.59 $3.35 Million - $4.06 Million
-54,432 Reduced 6.32%
807,221 $46.4 Million
Q1 2022

May 16, 2022
SELL
$66.84 - $79.66 $1.2 Million - $1.43 Million
-17,894 Reduced 2.03%
861,653 $58.7 Million
Q4 2021

Feb 04, 2022
BUY
$76.4 - $81.83 $67.2 Million - $72 Million
879,547 New
879,547 $64.2 Million

Others Institutions Holding EFA

# of Institutions
2,212
Shares Held
588M
Call Options Held
70.5M
Put Options Held
87M
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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