Heritage Wealth Management, Inc./Texas Ishares Tr Msci Eafe ETF Transaction History

Heritage Wealth Management, Inc./Texas

  • $170 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 2,855 shares of EFA stock, worth $228,371. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,855
Previous 6,161 53.66%
Holding current value
$228,371
Previous $515 Million 58.1%
% of portfolio
0.13%
Previous 0.3%

Shares

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

Jan 17, 2025
SELL
$75.1 - $82.99 $248,280 - $274,364
-3,306 Reduced 53.66%
2,855 $216 Million
Q3 2024

Oct 30, 2024
SELL
$75.32 - $84.37 $15,817 - $17,717
-210 Reduced 3.3%
6,161 $515 Million
Q2 2024

Jul 30, 2024
SELL
$76.09 - $82.16 $623,557 - $673,301
-8,195 Reduced 56.26%
6,371 $499 Million
Q1 2024

Apr 25, 2024
BUY
$73.11 - $80.04 $33,045 - $36,178
452 Added 3.2%
14,566 $1.16 Billion
Q4 2023

Jan 24, 2024
BUY
$65.84 - $75.47 $929,265 - $1.07 Million
14,114 New
14,114 $1.06 Billion

Others Institutions Holding EFA

# of Institutions
2,152
Shares Held
573M
Call Options Held
74.5M
Put Options Held
106M
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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