Orgel Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 32,473 shares of EFA stock, worth $2.66 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
32,473
Previous 32,473 -0.0%
Holding current value
$2.66 Million
Previous $2.72 Million 9.58%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 22, 2024
BUY
$76.09 - $82.16 $2.47 Million - $2.67 Million
32,473 New
32,473 $2.54 Million
Q1 2020

Apr 28, 2020
SELL
$46.5 - $70.38 $308,853 - $467,463
-6,642 Closed
0 $0
Q4 2019

Jan 27, 2020
SELL
$63.25 - $69.66 $3,036 - $3,343
-48 Reduced 0.72%
6,642 $461,000
Q3 2019

Oct 15, 2019
BUY
$61.3 - $66.68 $7,539 - $8,201
123 Added 1.87%
6,690 $436,000
Q1 2019

Apr 29, 2019
SELL
$58.13 - $65.61 $179,331 - $202,406
-3,085 Reduced 31.96%
6,567 $426,000
Q4 2018

Jan 14, 2019
BUY
$56.89 - $68.07 $356,017 - $425,982
6,258 Added 184.38%
9,652 $567,000
Q3 2018

Oct 11, 2018
SELL
$65.43 - $68.98 $9,094 - $9,588
-139 Reduced 3.93%
3,394 $231,000
Q2 2018

Jul 16, 2018
BUY
$66.35 - $71.9 $9,222 - $9,994
139 Added 4.1%
3,533 $237,000
Q1 2018

Apr 25, 2018
SELL
$67.94 - $75.25 $19,362 - $21,446
-285 Reduced 7.75%
3,394 $236,000
Q4 2017

Feb 09, 2018
BUY
$68.42 - $70.8 $19,499 - $20,178
285 Added 8.4%
3,679 $259,000
Q3 2017

Nov 13, 2017
SELL
$66.39 - $68.48 $17,925 - $18,489
-270 Reduced 7.37%
3,394 $232,000
Q2 2017

Aug 10, 2017
BUY
N/A
3,664
3,664 $239,000

Others Institutions Holding EFA

# of Institutions
2,183
Shares Held
588M
Call Options Held
72.5M
Put Options Held
99.1M
View Full List

About ISHARES TR MSCI EAFE ETF

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