Liberty Wealth Management LLC Ishares Tr Msci Eafe ETF Transaction History

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 8,620 shares of EFA stock, worth $686,583. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,620
Previous 8,203 5.08%
Holding current value
$686,583
Previous $686,000 5.1%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Feb 07, 2025
BUY
$75.1 - $82.99 $31,316 - $34,606
417 Added 5.08%
8,620 $651,000
Q2 2024

Aug 06, 2024
BUY
$76.09 - $82.16 $7,380 - $7,969
97 Added 1.2%
8,203 $643,000
Q1 2024

May 02, 2024
BUY
$73.11 - $80.04 $1,096 - $1,200
15 Added 0.19%
8,106 $647,000
Q4 2023

Feb 08, 2024
BUY
$65.84 - $75.47 $113,574 - $130,185
1,725 Added 27.1%
8,091 $609,000
Q3 2023

Nov 13, 2023
SELL
$68.56 - $74.46 $685 - $744
-10 Reduced 0.16%
6,366 $439,000
Q2 2023

Aug 10, 2023
BUY
$70.67 - $73.9 $1,060 - $1,108
15 Added 0.24%
6,376 $462,000
Q1 2023

May 03, 2023
BUY
$66.22 - $72.19 $41,056 - $44,757
620 Added 10.8%
6,361 $454,000
Q3 2022

Nov 15, 2022
SELL
$55.54 - $66.76 $57,483 - $69,096
-1,035 Reduced 15.27%
5,741 $321,000
Q2 2022

Aug 15, 2022
SELL
$61.48 - $74.59 $22,009 - $26,703
-358 Reduced 5.02%
6,776 $423,000
Q1 2022

May 09, 2022
SELL
$66.84 - $79.66 $23,728 - $28,279
-355 Reduced 4.74%
7,134 $526,000
Q4 2021

Feb 15, 2022
SELL
$76.4 - $81.83 $337,917 - $361,934
-4,423 Reduced 37.13%
7,489 $589,000
Q3 2021

Nov 15, 2021
BUY
$76.9 - $82.13 $260,844 - $278,584
3,392 Added 39.81%
11,912 $937,000
Q2 2021

Aug 13, 2021
SELL
$76.86 - $81.95 $51 Million - $54.4 Million
-663,555 Reduced 98.73%
8,520 $672,000
Q2 2021

Aug 13, 2021
BUY
$76.86 - $81.95 $50.8 Million - $54.2 Million
661,551 Added 6286.12%
672,075 $8.52 Million
Q4 2020

Feb 09, 2021
SELL
$61.39 - $73.52 $13,137 - $15,733
-214 Reduced 1.99%
10,524 $770,000
Q3 2020

Nov 05, 2020
BUY
$61.1 - $65.92 $34,032 - $36,717
557 Added 5.47%
10,738 $684,000
Q2 2020

Aug 04, 2020
SELL
$50.9 - $64.65 $601,638 - $764,163
-11,820 Reduced 53.72%
10,181 $620,000
Q1 2020

Apr 27, 2020
SELL
$46.5 - $70.38 $17,065 - $25,829
-367 Reduced 1.64%
22,001 $1.18 Million
Q4 2019

Feb 05, 2020
SELL
$63.25 - $69.66 $185,955 - $204,800
-2,940 Reduced 11.62%
22,368 $1.55 Million
Q3 2019

Oct 30, 2019
SELL
$61.3 - $66.68 $32,734 - $35,607
-534 Reduced 2.07%
25,308 $1.65 Million
Q2 2019

Jul 30, 2019
SELL
$63.4 - $66.99 $47,676 - $50,376
-752 Reduced 2.83%
25,842 $1.7 Million
Q1 2019

Apr 18, 2019
SELL
$58.13 - $65.61 $9,242 - $10,431
-159 Reduced 0.59%
26,594 $1.72 Million
Q4 2018

Mar 26, 2019
BUY
$56.89 - $68.07 $1.52 Million - $1.82 Million
26,753 New
26,753 $1.57 Million

Others Institutions Holding EFA

# of Institutions
2,165
Shares Held
579M
Call Options Held
76M
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
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

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

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email