Insight Wealth Strategies, LLC Ishares Tr Msci Eafe ETF Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 6,828 shares of EFA stock, worth $533,608. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,828

Previous 6,160 10.84%

Holding current value

$533,608

Previous $515,000 0.19%

% of portfolio

0.07%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$75.1 - $82.99 $50,166 - $55,437	668 Added 10.84%	6,828 $516,000
Q3 2024 Oct 07, 2024	SELL	$75.32 - $84.37 $20,487 - $22,948	-272 Reduced 4.23%	6,160 $515,000
Q2 2024 Jul 08, 2024	BUY	$76.09 - $82.16 $26,555 - $28,673	349 Added 5.74%	6,432 $503,000
Q1 2024 Apr 05, 2024	SELL	$73.11 - $80.04 $12,209 - $13,366	-167 Reduced 2.67%	6,083 $485,000
Q4 2023 Jan 12, 2024	BUY	$65.84 - $75.47 $29,167 - $33,433	443 Added 7.63%	6,250 $470,000
Q3 2023 Oct 13, 2023	BUY	$68.56 - $74.46 $40,176 - $43,633	586 Added 11.22%	5,807 $400,000
Q2 2023 Jul 14, 2023	BUY	$70.67 - $73.9 $66,500 - $69,539	941 Added 21.99%	5,221 $378,000
Q1 2023 Apr 06, 2023	BUY	$66.22 - $72.19 $4,039 - $4,403	61 Added 1.45%	4,280 $306,000
Q4 2022 Jan 06, 2023	BUY	$55.71 - $67.79 $2,284 - $2,779	41 Added 0.98%	4,219 $0
Q2 2022 Jul 01, 2022	BUY	$61.48 - $74.59 $5,102 - $6,190	83 Added 2.03%	4,178 $261,000
Q1 2022 Apr 12, 2022	BUY	$66.84 - $79.66 $14,103 - $16,808	211 Added 5.43%	4,095 $301,000
Q4 2021 Jan 31, 2022	SELL	$76.4 - $81.83 $726,105 - $777,712	-9,504 Reduced 70.99%	3,884 $306,000
Q3 2021 Oct 28, 2021	SELL	$76.9 - $82.13 $26,761 - $28,581	-348 Reduced 2.53%	13,388 $1.04 Million
Q2 2021 Aug 12, 2021	SELL	$76.86 - $81.95 $65,254 - $69,575	-849 Reduced 5.82%	13,736 $1.08 Million
Q1 2021 May 12, 2021	SELL	$72.39 - $76.92 $306,426 - $325,602	-4,233 Reduced 22.49%	14,585 $1.11 Million
Q4 2020 Feb 05, 2021	BUY	$61.39 - $73.52 $647,725 - $775,709	10,551 Added 127.63%	18,818 $1.37 Million
Q3 2020 Oct 29, 2020	BUY	$61.1 - $65.92 $65,132 - $70,270	1,066 Added 14.8%	8,267 $526,000
Q2 2020 Jul 31, 2020	BUY	$50.9 - $64.65 $9,721 - $12,348	191 Added 2.72%	7,201 $438,000
Q1 2020 Apr 21, 2020	SELL	$46.5 - $70.38 $10,369 - $15,694	-223 Reduced 3.08%	7,010 $375,000
Q4 2019 Feb 21, 2020	BUY	$63.25 - $69.66 $81,466 - $89,722	1,288 Added 21.67%	7,233 $502,000
Q3 2019 Nov 06, 2019	BUY	$61.3 - $66.68 $1,471 - $1,600	24 Added 0.41%	5,945 $388,000
Q2 2019 Aug 06, 2019	BUY	$63.4 - $66.99 $70,881 - $74,894	1,118 Added 23.28%	5,921 $389,000
Q1 2019 Apr 24, 2019	BUY	$58.13 - $65.61 $6,219 - $7,020	107 Added 2.28%	4,803 $312,000
Q4 2018 Feb 12, 2019	BUY	$56.89 - $68.07 $267,155 - $319,656	4,696 New	4,696 $276,000

Others Institutions Holding EFA

# of Institutions

2,127

Shares Held

571M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Insight Wealth Strategies, LLC Ishares Tr Msci Eafe ETF Transaction History