Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

  • $229 Million
  • Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 9,943 shares of IEFA stock, worth $735,583. This represents 0.31% of its overall portfolio holdings.

Number of Shares
9,943
Previous 9,938 0.05%
Holding current value
$735,583
Previous $775,000 9.94%
% of portfolio
0.31%
Previous 0.36%

Shares

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

Jan 16, 2025
BUY
$70.06 - $77.43 $350 - $387
5 Added 0.05%
9,943 $698,000
Q3 2024

Oct 21, 2024
SELL
$70.09 - $78.74 $18,153 - $20,393
-259 Reduced 2.54%
9,938 $775,000
Q2 2024

Jul 12, 2024
BUY
$70.77 - $76.19 $1,415 - $1,523
20 Added 0.2%
10,197 $740,000
Q1 2024

Apr 12, 2024
SELL
$68.14 - $74.43 $7,086 - $7,740
-104 Reduced 1.01%
10,177 $755,000
Q4 2023

Jan 10, 2024
SELL
$61.3 - $70.47 $36,167 - $41,577
-590 Reduced 5.43%
10,281 $723,000
Q3 2023

Oct 24, 2023
SELL
$64.04 - $69.58 $6,596 - $7,166
-103 Reduced 0.94%
10,871 $699,000
Q2 2023

Jul 24, 2023
SELL
$66.03 - $69.1 $34,467 - $36,070
-522 Reduced 4.54%
10,974 $740,000
Q1 2023

Apr 14, 2023
SELL
$62.17 - $67.7 $31,333 - $34,120
-504 Reduced 4.2%
11,496 $768,000
Q4 2022

Jan 20, 2023
SELL
$52.35 - $63.65 $52,350 - $63,650
-1,000 Reduced 7.69%
12,000 $0
Q2 2022

Jul 15, 2022
SELL
$57.91 - $70.46 $57,910 - $70,460
-1,000 Reduced 7.14%
13,000 $793,000
Q1 2022

Apr 13, 2022
SELL
$63.26 - $75.48 $63,260 - $75,480
-1,000 Reduced 6.67%
14,000 $1 Million
Q4 2021

Jan 19, 2022
BUY
$72.36 - $77.76 $43,994 - $47,278
608 Added 4.22%
15,000 $1.11 Million
Q3 2021

Oct 29, 2021
SELL
$72.98 - $78.2 $20,653 - $22,130
-283 Reduced 1.93%
14,392 $1.07 Million
Q2 2021

Jul 14, 2021
SELL
$73.11 - $77.88 $41,160 - $43,846
-563 Reduced 3.69%
14,675 $1.1 Million
Q1 2021

Apr 15, 2021
BUY
$68.58 - $73.12 $42,451 - $45,261
619 Added 4.23%
15,238 $1.12 Million
Q4 2020

Feb 04, 2021
BUY
$58.13 - $69.71 $849,802 - $1.02 Million
14,619 New
14,619 $1.04 Million

Others Institutions Holding IEFA

# of Institutions
2,065
Shares Held
1.49B
Call Options Held
164K
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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