Oakwell Private Wealth Management, LLC Ishares Tr Transaction History

Oakwell Private Wealth Management, LLC

  • $357 Million
  • Q4 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 88,606 shares of IEFA stock, worth $6.65 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
88,606
Previous 89,823 1.35%
Holding current value
$6.65 Million
Previous $7.01 Million 11.17%
% of portfolio
1.75%
Previous 2.02%

Shares

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

Feb 04, 2025
SELL
$70.06 - $77.43 $85,263 - $94,232
-1,217 Reduced 1.35%
88,606 $6.23 Million
Q3 2024

Nov 04, 2024
SELL
$70.09 - $78.74 $239,777 - $269,369
-3,421 Reduced 3.67%
89,823 $7.01 Million
Q2 2024

Aug 08, 2024
SELL
$70.77 - $76.19 $5,024 - $5,409
-71 Reduced 0.08%
93,244 $6.77 Million
Q1 2024

Apr 25, 2024
SELL
$68.14 - $74.43 $50,764 - $55,450
-745 Reduced 0.79%
93,315 $6.93 Million
Q4 2023

Feb 05, 2024
SELL
$61.3 - $70.47 $77,360 - $88,933
-1,262 Reduced 1.32%
94,060 $6.62 Million
Q3 2023

Oct 30, 2023
SELL
$64.04 - $69.58 $20,236 - $21,987
-316 Reduced 0.33%
95,322 $6.13 Million
Q2 2023

Jul 26, 2023
BUY
$66.03 - $69.1 $47,409 - $49,613
718 Added 0.76%
95,638 $6.46 Million
Q1 2023

May 04, 2023
SELL
$62.17 - $67.7 $192,540 - $209,666
-3,097 Reduced 3.16%
94,920 $6.35 Million
Q4 2022

Feb 01, 2023
BUY
$52.35 - $63.65 $1.48 Million - $1.8 Million
28,283 Added 40.56%
98,017 $6.04 Million
Q3 2022

Oct 27, 2022
BUY
$52.32 - $63.1 $2.9 Million - $3.5 Million
55,505 Added 390.08%
69,734 $3.67 Million
Q2 2022

Aug 03, 2022
BUY
$57.91 - $70.46 $587,902 - $715,309
10,152 Added 249.01%
14,229 $837,000
Q1 2022

May 03, 2022
SELL
$63.26 - $75.48 $131,074 - $156,394
-2,072 Reduced 33.7%
4,077 $283,000
Q4 2021

Jan 21, 2022
BUY
$72.36 - $77.76 $217 - $233
3 Added 0.05%
6,149 $459,000
Q3 2021

Oct 14, 2021
SELL
$72.98 - $78.2 $82,467 - $88,366
-1,130 Reduced 15.53%
6,146 $456,000
Q2 2021

Jul 29, 2021
BUY
$73.11 - $77.88 $10,747 - $11,448
147 Added 2.06%
7,276 $545,000
Q1 2021

Apr 21, 2021
BUY
$68.58 - $73.12 $40,119 - $42,775
585 Added 8.94%
7,129 $514,000
Q4 2020

Feb 10, 2021
BUY
$58.13 - $69.71 $380,402 - $456,182
6,544 New
6,544 $452,000

Others Institutions Holding IEFA

# of Institutions
2,097
Shares Held
1.49B
Call Options Held
155K
Put Options Held
52.1K
View Full List

About ISHARES TR

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