United Asset Strategies, Inc. Ishares Tr Msci Eafe ETF Transaction History

United Asset Strategies, Inc.

  • $1.08 Billion
  • Q4 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 16,220 shares of EFA stock, worth $1.33 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,220
Previous 131,471 87.66%
Holding current value
$1.33 Million
Previous $11 Million 88.85%
% of portfolio
0.11%
Previous 1.03%

Shares

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

Jan 22, 2025
SELL
$75.1 - $82.99 $8.66 Million - $9.56 Million
-115,251 Reduced 87.66%
16,220 $1.23 Million
Q3 2024

Oct 28, 2024
SELL
$75.32 - $84.37 $658,372 - $737,478
-8,741 Reduced 6.23%
131,471 $11 Million
Q2 2024

Aug 01, 2024
BUY
$76.09 - $82.16 $180,789 - $195,212
2,376 Added 1.72%
140,212 $11 Million
Q1 2024

Apr 23, 2024
BUY
$73.11 - $80.04 $243,675 - $266,773
3,333 Added 2.48%
137,836 $11 Million
Q4 2023

Jan 30, 2024
SELL
$65.84 - $75.47 $226,226 - $259,314
-3,436 Reduced 2.49%
134,503 $10.1 Million
Q3 2023

Nov 07, 2023
BUY
$68.56 - $74.46 $114,152 - $123,975
1,665 Added 1.22%
137,939 $9.51 Million
Q2 2023

Jul 25, 2023
BUY
$70.67 - $73.9 $9.35 Million - $9.78 Million
132,325 Added 3350.85%
136,274 $9.88 Million
Q1 2023

Jul 25, 2023
SELL
$66.22 - $72.19 $8.17 Million - $8.9 Million
-123,303 Reduced 96.9%
3,949 $282,000
Q1 2023

Apr 25, 2023
BUY
$66.22 - $72.19 $8.43 Million - $9.19 Million
127,252 New
127,252 $9.1 Million
Q4 2018

Feb 11, 2019
SELL
$56.89 - $68.07 $167,654 - $200,602
-2,947 Closed
0 $0
Q3 2018

Nov 07, 2018
SELL
$65.43 - $68.98 $221,480 - $233,497
-3,385 Reduced 53.46%
2,947 $200,000
Q2 2018

Aug 07, 2018
SELL
$66.35 - $71.9 $75,970 - $82,325
-1,145 Reduced 15.31%
6,332 $424,000
Q1 2018

May 14, 2018
SELL
$67.94 - $75.25 $207,828 - $230,189
-3,059 Reduced 29.03%
7,477 $521,000
Q4 2017

Feb 09, 2018
BUY
$68.42 - $70.8 $342 - $354
5 Added 0.05%
10,536 $741,000
Q3 2017

Nov 02, 2017
BUY
$66.39 - $68.48 $699,153 - $721,162
10,531
10,531 $721,000

Others Institutions Holding EFA

# of Institutions
2,196
Shares Held
599M
Call Options Held
70.4M
Put Options Held
91.9M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email