Summit Wealth & Retirement Planning, Inc. Ishares Tr Msci Eafe ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $309 Million
  • Q4 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 107,655 shares of EFA stock, worth $8.53 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
107,655
Previous 108,768 1.02%
Holding current value
$8.53 Million
Previous $9.1 Million 10.52%
% of portfolio
2.64%
Previous 3.03%

Shares

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

Jan 28, 2025
SELL
$75.1 - $82.99 $83,586 - $92,367
-1,113 Reduced 1.02%
107,655 $8.14 Million
Q3 2024

Nov 01, 2024
SELL
$75.32 - $84.37 $28,470 - $31,891
-378 Reduced 0.35%
108,768 $9.1 Million
Q2 2024

Aug 06, 2024
BUY
$76.09 - $82.16 $63,687 - $68,767
837 Added 0.77%
109,146 $8.55 Million
Q1 2024

May 09, 2024
SELL
$73.11 - $80.04 $135,253 - $148,074
-1,850 Reduced 1.68%
108,309 $8.65 Million
Q4 2023

Feb 01, 2024
SELL
$65.84 - $75.47 $72,094 - $82,639
-1,095 Reduced 0.98%
110,159 $8.3 Million
Q3 2023

Oct 25, 2023
SELL
$68.56 - $74.46 $22,282 - $24,199
-325 Reduced 0.29%
111,254 $7.67 Million
Q2 2023

Jul 26, 2023
SELL
$70.67 - $73.9 $341,194 - $356,789
-4,828 Reduced 4.15%
111,579 $8.09 Million
Q1 2023

May 11, 2023
BUY
$66.22 - $72.19 $910,723 - $992,829
13,753 Added 13.4%
116,407 $8.33 Million
Q4 2022

Feb 09, 2023
SELL
$55.71 - $67.79 $105,291 - $128,123
-1,890 Reduced 1.81%
102,654 $6.74 Million
Q3 2022

Nov 10, 2022
SELL
$55.54 - $66.76 $130,685 - $157,086
-2,353 Reduced 2.2%
104,544 $5.86 Million
Q2 2022

Aug 02, 2022
BUY
$61.48 - $74.59 $629,924 - $764,249
10,246 Added 10.6%
106,897 $6.68 Million
Q1 2022

May 12, 2022
BUY
$66.84 - $79.66 $222,042 - $264,630
3,322 Added 3.56%
96,651 $7.11 Million
Q4 2021

Feb 03, 2022
SELL
$76.4 - $81.83 $182,061 - $195,000
-2,383 Reduced 2.49%
93,329 $7.34 Million
Q3 2021

Nov 12, 2021
BUY
$76.9 - $82.13 $967,402 - $1.03 Million
12,580 Added 15.13%
95,712 $7.47 Million
Q2 2021

Aug 13, 2021
BUY
$76.86 - $81.95 $76,783 - $81,868
999 Added 1.22%
83,132 $6.56 Million
Q1 2021

May 10, 2021
BUY
$72.39 - $76.92 $287,677 - $305,680
3,974 Added 5.08%
82,133 $6.23 Million
Q4 2020

Feb 09, 2021
SELL
$61.39 - $73.52 $102,214 - $122,410
-1,665 Reduced 2.09%
78,159 $5.7 Million
Q3 2020

Nov 10, 2020
SELL
$61.1 - $65.92 $37,943 - $40,936
-621 Reduced 0.77%
79,824 $5.08 Million
Q2 2020

Aug 13, 2020
BUY
$50.9 - $64.65 $274,605 - $348,786
5,395 Added 7.19%
80,445 $4.9 Million
Q1 2020

May 11, 2020
BUY
$46.5 - $70.38 $3.15 Million - $4.77 Million
67,752 Added 928.36%
75,050 $4.01 Million
Q4 2019

Feb 10, 2020
BUY
$63.25 - $69.66 $6,072 - $6,687
96 Added 1.33%
7,298 $507,000
Q3 2019

Nov 12, 2019
SELL
$61.3 - $66.68 $11,401 - $12,402
-186 Reduced 2.52%
7,202 $470,000
Q2 2019

Aug 06, 2019
SELL
$63.4 - $66.99 $176,822 - $186,835
-2,789 Reduced 27.4%
7,388 $486,000
Q4 2018

Feb 08, 2019
BUY
$56.89 - $68.07 $578,969 - $692,748
10,177 New
10,177 $598,000

Others Institutions Holding EFA

# of Institutions
2,148
Shares Held
574M
Call Options Held
74.5M
Put Options Held
106M
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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