Morton Capital Management Llc/Ca Ishares Tr Transaction History

Morton Capital Management Llc/Ca

$531 Billion
Q4 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Ishares Tr stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 23,271 shares of IEFA stock, worth $1.71 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

23,271

Previous 23,001 1.17%

Holding current value

$1.71 Million

Previous $1.8 Billion 8.9%

% of portfolio

0.31%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$70.06 - $77.43 $18,916 - $20,906	270 Added 1.17%	23,271 $1.64 Billion
Q3 2024 Oct 08, 2024	BUY	$70.09 - $78.74 $1.18 Million - $1.32 Million	16,818 Added 272.0%	23,001 $1.8 Billion
Q2 2024 Jul 12, 2024	SELL	$70.77 - $76.19 $17,126 - $18,437	-242 Reduced 3.77%	6,183 $449 Million
Q1 2024 Apr 12, 2024	BUY	$68.14 - $74.43 $16,489 - $18,012	242 Added 3.91%	6,425 $477 Million
Q3 2023 Dec 05, 2023	BUY	$64.04 - $69.58 $173,740 - $188,770	2,713 Added 78.18%	6,183 $398 Million
Q2 2023 Dec 05, 2023	BUY	$66.03 - $69.1 $229,124 - $239,776	3,470 New	3,470 $234 Million
Q1 2022 Dec 05, 2023	SELL	$63.26 - $75.48 $282,076 - $336,565	-4,459 Closed	0 $0
Q4 2021 Dec 05, 2023	BUY	$72.36 - $77.76 $322,653 - $346,731	4,459 New	4,459 $333 Million

Others Institutions Holding IEFA

# of Institutions

2,029

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
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Morton Capital Management Llc/Ca Ishares Tr Transaction History