A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 410,660 shares of IEFA stock, worth $29 Million. This represents 9.85% of its overall portfolio holdings.

Number of Shares
410,660
Previous 401,164 2.37%
Holding current value
$29 Million
Previous $29.1 Million 9.99%
% of portfolio
9.85%
Previous 9.66%

Shares

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

Nov 12, 2024

BUY
$70.09 - $78.74 $665,574 - $747,715
9,496 Added 2.37%
410,660 $32.1 Million
Q2 2024

Jul 31, 2024

BUY
$70.77 - $76.19 $1.47 Million - $1.58 Million
20,784 Added 5.46%
401,164 $29.1 Million
Q1 2024

May 01, 2024

BUY
$68.14 - $74.43 $1.75 Million - $1.92 Million
25,745 Added 7.26%
380,380 $28.2 Million
Q4 2023

Feb 08, 2024

BUY
$61.3 - $70.47 $3.91 Million - $4.5 Million
63,814 Added 21.94%
354,635 $24.9 Million
Q3 2023

Nov 14, 2023

BUY
$64.04 - $69.58 $405,245 - $440,302
6,328 Added 2.22%
290,821 $18.7 Million
Q2 2023

Aug 11, 2023

BUY
$66.03 - $69.1 $1.52 Million - $1.59 Million
23,028 Added 8.81%
284,493 $19.2 Million
Q4 2022

Feb 10, 2023

BUY
$52.35 - $63.65 $201,599 - $245,116
3,851 Added 1.49%
261,465 $16.1 Million
Q3 2022

Nov 10, 2022

SELL
$52.32 - $63.1 $63,830 - $76,982
-1,220 Reduced 0.47%
257,614 $13.6 Million
Q2 2022

Aug 08, 2022

BUY
$57.91 - $70.46 $559,410 - $680,643
9,660 Added 3.88%
258,834 $15.2 Million
Q1 2022

May 16, 2022

BUY
$63.26 - $75.48 $643,480 - $767,782
10,172 Added 4.26%
249,174 $17.3 Million
Q4 2021

Jan 18, 2022

BUY
$72.36 - $77.76 $798,275 - $857,848
11,032 Added 4.84%
239,002 $17.8 Million
Q3 2021

Nov 10, 2021

BUY
$72.98 - $78.2 $865,615 - $927,530
11,861 Added 5.49%
227,970 $16.9 Million
Q2 2021

Aug 09, 2021

BUY
$73.11 - $77.88 $277,964 - $296,099
3,802 Added 1.79%
216,109 $16.2 Million
Q1 2021

May 13, 2021

BUY
$68.58 - $73.12 $10,698 - $11,406
156 Added 0.07%
212,307 $15.3 Million
Q4 2020

Feb 12, 2021

BUY
$58.13 - $69.71 $336,863 - $403,969
5,795 Added 2.81%
212,151 $14.7 Million
Q3 2020

Nov 04, 2020

BUY
$57.43 - $62.28 $85,915 - $93,170
1,496 Added 0.73%
206,356 $12.4 Million
Q2 2020

Aug 14, 2020

BUY
$47.43 - $60.75 $1.51 Million - $1.94 Million
31,928 Added 18.46%
204,860 $11.7 Million
Q1 2020

May 05, 2020

BUY
$43.31 - $66.12 $436,867 - $666,952
10,087 Added 6.19%
172,932 $8.63 Million
Q4 2019

Feb 07, 2020

BUY
$59.36 - $65.51 $156,057 - $172,225
2,629 Added 1.64%
162,845 $10.6 Million
Q3 2019

Nov 15, 2019

BUY
$57.44 - $62.42 $269,738 - $293,124
4,696 Added 3.02%
160,216 $9.78 Million
Q2 2019

Aug 13, 2019

BUY
$59.39 - $62.73 $433,665 - $458,054
7,302 Added 4.93%
155,520 $9.55 Million
Q1 2019

Apr 19, 2019

BUY
$54.44 - $61.46 $376,234 - $424,750
6,911 Added 4.89%
148,218 $9.01 Million
Q4 2018

Feb 14, 2019

BUY
$53.06 - $64.19 $7.5 Million - $9.07 Million
141,307 New
141,307 $7.77 Million

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Fairhaven Wealth Management, LLC Portfolio

Follow Fairhaven Wealth Management, 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 Fairhaven Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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