Epic Trust Investment Advisors, LLC Ishares Tr Transaction History

Epic Trust Investment Advisors, LLC

  • $84.7 Million
  • Q2 2024

A detailed history of Epic Trust Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 3,381 shares of IEFA stock, worth $265,915. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,381
Previous 3,380 0.03%
Holding current value
$265,915
Previous $250,000 2.0%
% of portfolio
0.29%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$70.77 - $76.19 $70 - $76
1 Added 0.03%
3,381 $245,000
Q1 2024

Apr 19, 2024
SELL
$68.14 - $74.43 $85,038 - $92,888
-1,248 Reduced 26.97%
3,380 $250,000
Q4 2023

Feb 05, 2024
SELL
$61.3 - $70.47 $89,681 - $103,097
-1,463 Reduced 24.02%
4,628 $325,000
Q3 2023

Oct 16, 2023
BUY
$64.04 - $69.58 $32,980 - $35,833
515 Added 9.24%
6,091 $391,000
Q2 2023

Jul 24, 2023
BUY
$66.03 - $69.1 $71,246 - $74,558
1,079 Added 23.99%
5,576 $376,000
Q1 2023

May 09, 2023
BUY
$62.17 - $67.7 $279,578 - $304,446
4,497 New
4,497 $300,000

Others Institutions Holding IEFA

# of Institutions
2,164
Shares Held
1.51B
Call Options Held
86.4K
Put Options Held
6.1K
View Full List

About ISHARES TR

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

Track Epic Trust Investment Advisors, LLC Portfolio

Follow Epic Trust Investment Advisors, 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 Epic Trust Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email