Regent Peak Wealth Advisors LLC Ishares Tr Msci Eafe ETF Transaction History

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 4,951 shares of EFA stock, worth $401,526. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,951
Previous 15,952 68.96%
Holding current value
$401,526
Previous $1.21 Million 66.17%
% of portfolio
0.1%
Previous 0.27%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$74.85 - $84.89 $823,424 - $933,874
-11,001 Reduced 68.96%
4,951 $408,000
Q4 2024

Jan 07, 2025
BUY
$75.1 - $82.99 $789,075 - $871,975
10,507 Added 192.97%
15,952 $1.21 Million
Q3 2024

Oct 16, 2024
SELL
$75.32 - $84.37 $22,595 - $25,311
-300 Reduced 5.22%
5,445 $455,000
Q2 2024

Aug 14, 2024
SELL
$76.09 - $82.16 $58,665 - $63,345
-771 Reduced 11.83%
5,745 $450,000
Q1 2024

May 01, 2024
SELL
$73.11 - $80.04 $23,760 - $26,013
-325 Reduced 4.75%
6,516 $520,000
Q4 2023

Jan 23, 2024
SELL
$65.84 - $75.47 $129,309 - $148,223
-1,964 Reduced 22.31%
6,841 $515,000
Q3 2023

Nov 03, 2023
SELL
$68.56 - $74.46 $9,324 - $10,126
-136 Reduced 1.52%
8,805 $606,000
Q2 2023

Jul 19, 2023
SELL
$70.67 - $73.9 $43,038 - $45,005
-609 Reduced 6.38%
8,941 $648,000
Q1 2023

Apr 24, 2023
SELL
$66.22 - $72.19 $1,125 - $1,227
-17 Reduced 0.18%
9,550 $683,000
Q4 2022

Feb 08, 2023
SELL
$55.71 - $67.79 $1.79 Million - $2.17 Million
-32,051 Reduced 77.01%
9,567 $627,000
Q3 2022

Nov 14, 2022
BUY
$55.54 - $66.76 $1.08 Million - $1.3 Million
19,471 Added 87.92%
41,618 $2.33 Million
Q2 2022

Aug 11, 2022
BUY
$61.48 - $74.59 $408,165 - $495,203
6,639 Added 42.81%
22,147 $1.38 Million
Q1 2022

May 03, 2022
SELL
$66.84 - $79.66 $30,813 - $36,723
-461 Reduced 2.89%
15,508 $1.14 Million
Q4 2021

Feb 11, 2022
BUY
$76.4 - $81.83 $49,278 - $52,780
645 Added 4.21%
15,969 $1.26 Million
Q3 2021

Nov 08, 2021
BUY
$76.9 - $82.13 $33,143 - $35,398
431 Added 2.89%
15,324 $1.2 Million
Q2 2021

Aug 16, 2021
SELL
$76.86 - $81.95 $14,987 - $15,980
-195 Reduced 1.29%
14,893 $1.18 Million
Q1 2021

Apr 28, 2021
SELL
$72.39 - $76.92 $32,575 - $34,614
-450 Reduced 2.9%
15,088 $1.14 Million
Q4 2020

Feb 12, 2021
SELL
$61.39 - $73.52 $14,917 - $17,865
-243 Reduced 1.54%
15,538 $1.13 Million
Q3 2020

Nov 04, 2020
SELL
$61.1 - $65.92 $21,385 - $23,072
-350 Reduced 2.17%
15,781 $1 Million
Q2 2020

Aug 05, 2020
SELL
$50.9 - $64.65 $23,668 - $30,062
-465 Reduced 2.8%
16,131 $982,000
Q1 2020

Apr 27, 2020
SELL
$46.5 - $70.38 $165,679 - $250,763
-3,563 Reduced 17.67%
16,596 $887,000
Q4 2019

Feb 14, 2020
BUY
$63.25 - $69.66 $1.28 Million - $1.4 Million
20,159 New
20,159 $1.4 Million

Others Institutions Holding EFA

# of Institutions
2,227
Shares Held
591M
Call Options Held
70.5M
Put Options Held
87M
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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