Independent Solutions Wealth Management, LLC Ishares Tr Transaction History

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 123,708 shares of IEFA stock, worth $9.66 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
123,708
Previous 148,399 16.64%
Holding current value
$9.66 Million
Previous $11.6 Billion 24.94%
% of portfolio
1.9%
Previous 2.62%

Shares

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

Feb 11, 2025
SELL
$70.06 - $77.43 $1.73 Million - $1.91 Million
-24,691 Reduced 16.64%
123,708 $8.69 Billion
Q3 2024

Dec 19, 2024
BUY
$70.09 - $78.74 $372,528 - $418,503
5,315 Added 3.71%
148,399 $11.6 Billion
Q2 2024

Dec 19, 2024
BUY
$70.77 - $76.19 $29,015 - $31,237
410 Added 0.29%
143,084 $10.4 Billion
Q1 2024

Dec 19, 2024
BUY
$68.14 - $74.43 $87,628 - $95,716
1,286 Added 0.91%
142,674 $10.6 Billion
Q4 2023

Dec 19, 2024
SELL
$61.3 - $70.47 $84,226 - $96,825
-1,374 Reduced 0.96%
141,388 $9.95 Billion
Q3 2023

Dec 19, 2024
SELL
$64.04 - $69.58 $82,867 - $90,036
-1,294 Reduced 0.9%
142,762 $9.19 Billion
Q2 2023

Dec 19, 2024
SELL
$66.03 - $69.1 $37,042 - $38,765
-561 Reduced 0.39%
144,056 $9.72 Billion
Q1 2023

Dec 19, 2024
SELL
$62.17 - $67.7 $443,023 - $482,430
-7,126 Reduced 4.7%
144,617 $9.67 Billion
Q4 2022

Dec 19, 2024
SELL
$52.35 - $63.65 $655,579 - $797,088
-12,523 Reduced 7.62%
151,743 $9.35 Billion
Q3 2022

Dec 19, 2024
SELL
$52.32 - $63.1 $63,097 - $76,098
-1,206 Reduced 0.73%
164,266 $8.65 Billion
Q2 2022

Dec 19, 2024
BUY
$57.91 - $70.46 $2.19 Million - $2.66 Million
37,808 Added 29.62%
165,472 $9.74 Billion
Q1 2022

Dec 19, 2024
BUY
$63.26 - $75.48 $85,907 - $102,501
1,358 Added 1.08%
127,664 $8.87 Billion
Q4 2021

Dec 19, 2024
SELL
$72.36 - $77.76 $179,597 - $193,000
-2,482 Reduced 1.93%
126,306 $9.43 Billion
Q3 2021

Dec 19, 2024
SELL
$72.98 - $78.2 $884,590 - $947,862
-12,121 Reduced 8.6%
128,788 $9.56 Billion
Q2 2021

Dec 19, 2024
SELL
$73.11 - $77.88 $250,401 - $266,739
-3,425 Reduced 2.37%
140,909 $10.5 Billion
Q1 2021

Dec 19, 2024
BUY
$68.58 - $73.12 $654,870 - $698,222
9,549 Added 7.08%
144,334 $10.4 Billion
Q4 2020

Dec 19, 2024
BUY
$58.13 - $69.71 $391,854 - $469,915
6,741 Added 5.26%
134,785 $9.31 Billion
Q3 2020

Dec 19, 2024
BUY
$57.43 - $62.28 $86,604 - $93,918
1,508 Added 1.19%
128,044 $7.72 Billion
Q2 2020

Dec 19, 2024
SELL
$47.43 - $60.75 $283,583 - $363,224
-5,979 Reduced 4.51%
126,536 $7.23 Billion
Q1 2020

Dec 19, 2024
BUY
$43.31 - $66.12 $536,091 - $818,433
12,378 Added 10.3%
132,515 $6.61 Billion
Q4 2019

Dec 13, 2024
BUY
$59.36 - $65.51 $7.13 Million - $7.87 Million
120,137 New
120,137 $7.84 Billion

Others Institutions Holding IEFA

# of Institutions
2,158
Shares Held
1.51B
Call Options Held
86.4K
Put Options Held
6.1K
View Full List

About ISHARES TR

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

Track Independent Solutions Wealth Management, LLC Portfolio

Follow Independent Solutions Wealth Management, LLC 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 Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email