Oak Harbor Wealth Partners, LLC Ishares Tr Transaction History

Oak Harbor Wealth Partners, LLC

  • $317 Million
  • Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 149,879 shares of IEFA stock, worth $11.1 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares
149,879
Previous 148,251 1.1%
Holding current value
$11.1 Million
Previous $11 Million 1.05%
% of portfolio
3.44%
Previous 3.43%

Shares

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

Jul 18, 2024
BUY
$70.77 - $76.19 $115,213 - $124,037
1,628 Added 1.1%
149,879 $10.9 Million
Q1 2024

Apr 23, 2024
BUY
$68.14 - $74.43 $625,661 - $683,416
9,182 Added 6.6%
148,251 $11 Million
Q4 2023

Feb 09, 2024
BUY
$61.3 - $70.47 $272,417 - $313,168
4,444 Added 3.3%
139,069 $9.78 Million
Q3 2023

Oct 19, 2023
BUY
$64.04 - $69.58 $520,132 - $565,128
8,122 Added 6.42%
134,625 $8.66 Million
Q2 2023

Jul 27, 2023
BUY
$66.03 - $69.1 $342,893 - $358,836
5,193 Added 4.28%
126,503 $8.54 Million
Q1 2023

Apr 24, 2023
BUY
$62.17 - $67.7 $3.01 Million - $3.28 Million
48,433 Added 66.46%
121,310 $8.11 Million
Q4 2022

Jan 18, 2023
SELL
$52.35 - $63.65 $1.2 Million - $1.46 Million
-22,995 Reduced 23.99%
72,877 $0
Q3 2022

Nov 03, 2022
BUY
$52.32 - $63.1 $186,520 - $224,951
3,565 Added 3.86%
95,872 $5.05 Million
Q2 2022

Jul 25, 2022
SELL
$57.91 - $70.46 $238,589 - $290,295
-4,120 Reduced 4.27%
92,307 $5.43 Million
Q1 2022

May 11, 2022
BUY
$63.26 - $75.48 $616,152 - $735,175
9,740 Added 11.24%
96,427 $6.7 Million
Q4 2021

Feb 17, 2022
BUY
$72.36 - $77.76 $6.27 Million - $6.74 Million
86,687 New
86,687 $6.47 Million

Others Institutions Holding IEFA

# of Institutions
1,966
Shares Held
1.42B
Call Options Held
141K
Put Options Held
534K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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