A detailed history of Independent Wealth Network Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 9,709 shares of EFA stock, worth $740,019. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,709
Previous 9,694 0.15%
Holding current value
$740,019
Previous $759,000 6.85%
% of portfolio
0.37%
Previous 0.36%

Shares

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

Oct 15, 2024

BUY
$75.32 - $84.37 $1,129 - $1,265
15 Added 0.15%
9,709 $811,000
Q2 2024

Jul 18, 2024

BUY
$76.09 - $82.16 $5,630 - $6,079
74 Added 0.77%
9,694 $759,000
Q1 2024

May 20, 2024

BUY
$73.11 - $80.04 $703,318 - $769,984
9,620 New
9,620 $768,000
Q4 2023

Jan 12, 2024

BUY
$65.84 - $75.47 $125,820 - $144,223
1,911 Added 26.39%
9,152 $689,000
Q3 2023

Oct 11, 2023

SELL
$68.56 - $74.46 $15,288 - $16,604
-223 Reduced 2.99%
7,241 $499,000
Q2 2023

Jul 12, 2023

BUY
$70.67 - $73.9 $35,759 - $37,393
506 Added 7.27%
7,464 $541,000
Q1 2023

Apr 18, 2023

BUY
$66.22 - $72.19 $10,264 - $11,189
155 Added 2.28%
6,958 $497,000
Q4 2022

Jan 25, 2023

SELL
$55.71 - $67.79 $612 - $745
-11 Reduced 0.16%
6,803 $0
Q3 2022

Oct 17, 2022

SELL
$55.54 - $66.76 $16,939 - $20,361
-305 Reduced 4.28%
6,814 $382,000
Q2 2022

Jul 26, 2022

SELL
$61.48 - $74.59 $6,270 - $7,608
-102 Reduced 1.41%
7,119 $445,000
Q1 2022

Apr 20, 2022

SELL
$66.84 - $79.66 $4,411 - $5,257
-66 Reduced 0.91%
7,221 $531,000
Q4 2021

Feb 10, 2022

BUY
$76.4 - $81.83 $14,057 - $15,056
184 Added 2.59%
7,287 $573,000
Q3 2021

Nov 04, 2021

BUY
$76.9 - $82.13 $546,220 - $583,369
7,103 New
7,103 $581,000

Others Institutions Holding EFA

About ISHARES TR MSCI EAFE ETF


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

Track Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. 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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.