Heritage Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 112,572 shares of EFA stock, worth $9.5 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares
112,572
Previous 115,506 2.54%
Holding current value
$9.5 Million
Previous $9.22 Million 4.41%
% of portfolio
4.97%
Previous 4.61%

Shares

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

Jul 30, 2024
SELL
$76.09 - $82.16 $223,248 - $241,057
-2,934 Reduced 2.54%
112,572 $8.82 Million
Q1 2024

Apr 25, 2024
SELL
$73.11 - $80.04 $390,553 - $427,573
-5,342 Reduced 4.42%
115,506 $9.22 Million
Q4 2023

Feb 06, 2024
SELL
$65.84 - $75.47 $27.7 Million - $31.8 Million
-420,900 Reduced 77.69%
120,848 $9.11 Million
Q4 2022

Feb 13, 2023
BUY
$55.71 - $67.79 $14.7 Million - $17.9 Million
263,825 Added 94.93%
541,748 $35.6 Million
Q3 2022

Nov 14, 2022
BUY
$55.54 - $66.76 $1.63 Million - $1.96 Million
29,319 Added 11.79%
277,923 $15.6 Million
Q2 2022

Aug 15, 2022
SELL
$61.48 - $74.59 $1.43 Million - $1.74 Million
-23,270 Reduced 8.56%
248,604 $15.5 Million
Q1 2022

Aug 15, 2022
BUY
$66.84 - $79.66 $4.86 Million - $5.79 Million
72,695 Added 36.5%
271,874 $20 Million
Q3 2021

Nov 10, 2021
BUY
$76.9 - $82.13 $3.41 Million - $3.65 Million
44,403 Added 28.69%
199,179 $15.5 Million
Q2 2021

Aug 11, 2021
BUY
$76.86 - $81.95 $2.29 Million - $2.45 Million
29,848 Added 23.89%
154,776 $12.2 Million
Q1 2021

Jul 16, 2021
BUY
$72.39 - $76.92 $9.04 Million - $9.61 Million
124,928 New
124,928 $9.48 Million

Others Institutions Holding EFA

# of Institutions
2,215
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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