Planwiser Financial, LLC Ishares Tr Transaction History

Planwiser Financial, LLC

$110 Billion
Q1 2025

A detailed history of Planwiser Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Planwiser Financial, LLC holds 4,027 shares of IEFA stock, worth $316,965. This represents 0.29% of its overall portfolio holdings.

Number of Shares

4,027

Holding current value

$316,965

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$69.57 - $78.65 $280,158 - $316,723	4,027 New	4,027 $321 Million

Others Institutions Holding IEFA

# of Institutions

2,246

Shares Held

1.52B

Call Options Held

115K

Put Options Held

11.2K

Bank Of America Corp Charlotte, NC

192M
Shares

$15.1 Billion
1.15% of portfolio
Morgan Stanley New York, NY

98M
Shares

$7.71 Billion
0.5% of portfolio
Jones Financial Companies Lllp

88.6M
Shares

$6.97 Billion
5.94% of portfolio
Wells Fargo & Company San Francisco, CA

71.6M
Shares

$5.64 Billion
1.26% of portfolio
Tiaa, Fsb St. Louis, MO

59M
Shares

$4.64 Billion
14.41% of portfolio

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About ISHARES TR

Ticker IEFA
Sector ETFs
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Planwiser Financial, LLC Ishares Tr Transaction History