Curi Wealth Management, LLC Ishares Tr Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$61.3 - $70.47 $262,731 - $302,034	4,286 Added 2.31%	190,229 $13.4 Million
Q3 2023 Nov 06, 2023	SELL	$64.04 - $69.58 $2.03 Million - $2.21 Million	-31,725 Reduced 14.57%	185,943 $12 Million
Q2 2023 Jul 31, 2023	BUY	$66.03 - $69.1 $498,262 - $521,428	7,546 Added 3.59%	217,668 $14.7 Million
Q1 2023 May 03, 2023	SELL	$62.17 - $67.7 $11,439 - $12,456	-184 Reduced 0.09%	210,122 $14 Million
Q4 2022 Feb 03, 2023	BUY	$52.35 - $63.65 $154,589 - $187,958	2,953 Added 1.42%	210,306 $13 Million
Q3 2022 Nov 08, 2022	BUY	$52.32 - $63.1 $2.27 Million - $2.74 Million	43,453 Added 26.51%	207,353 $10.9 Million
Q2 2022 Aug 08, 2022	BUY	$57.91 - $70.46 $887,297 - $1.08 Million	15,322 Added 10.31%	163,900 $9.65 Million
Q1 2022 May 06, 2022	BUY	$63.26 - $75.48 $1.12 Million - $1.34 Million	17,729 Added 13.55%	148,578 $10.3 Million
Q4 2021 Feb 09, 2022	BUY	$72.36 - $77.76 $3.92 Million - $4.22 Million	54,224 Added 70.77%	130,849 $9.77 Million
Q3 2021 Oct 19, 2021	BUY	$72.98 - $78.2 $783,367 - $839,398	10,734 Added 16.29%	76,625 $5.69 Million
Q2 2021 Jul 23, 2021	BUY	$73.11 - $77.88 $1.29 Million - $1.37 Million	17,611 Added 36.48%	65,891 $4.93 Million
Q1 2021 Apr 29, 2021	BUY	$68.58 - $73.12 $970,887 - $1.04 Million	14,157 Added 41.49%	48,280 $3.48 Million
Q4 2020 Mar 19, 2021	BUY	$58.13 - $69.71 $1.98 Million - $2.38 Million	34,123 New	34,123 $2.36 Million

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curi Wealth Management, LLC with notifications on news.