Accurate Wealth Management, LLC Ishares Tr Transaction History

Accurate Wealth Management, LLC

$581 Million
Q2 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 88,185 shares of IEFA stock, worth $7.34 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

88,185

Previous 76,843 14.76%

Holding current value

$7.34 Million

Previous $5.87 Million 25.4%

% of portfolio

1.27%

Previous 1.22%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$67.83 - $84.09 $769,327 - $953,748	11,342 Added 14.76%	88,185 $7.36 Million
Q1 2025 Apr 14, 2025	BUY	$69.57 - $78.65 $216,223 - $244,444	3,108 Added 4.22%	76,843 $5.87 Million
Q4 2024 Jan 14, 2025	BUY	$70.06 - $77.43 $1.01 Million - $1.12 Million	14,424 Added 24.32%	73,735 $5.18 Million
Q3 2024 Oct 17, 2024	BUY	$70.09 - $78.74 $933,178 - $1.05 Million	13,314 Added 28.95%	59,311 $4.63 Million
Q2 2024 Jul 17, 2024	BUY	$70.77 - $76.19 $370,693 - $399,083	5,238 Added 12.85%	45,997 $3.34 Million
Q1 2024 Apr 22, 2024	SELL	$68.14 - $74.43 $62,075 - $67,805	-911 Reduced 2.19%	40,759 $3.03 Million
Q4 2023 Jan 12, 2024	BUY	$61.3 - $70.47 $12,321 - $14,164	201 Added 0.48%	41,670 $2.93 Million
Q3 2023 Oct 23, 2023	BUY	$64.04 - $69.58 $612,670 - $665,671	9,567 Added 29.99%	41,469 $2.67 Million
Q2 2023 Jul 24, 2023	BUY	$66.03 - $69.1 $850,598 - $890,146	12,882 Added 67.73%	31,902 $2.15 Million
Q1 2023 Apr 13, 2023	BUY	$62.17 - $67.7 $162,388 - $176,832	2,612 Added 15.92%	19,020 $1.27 Million
Q4 2022 Jan 11, 2023	BUY	$52.35 - $63.65 $858,958 - $1.04 Million	16,408 New	16,408 $0

Others Institutions Holding IEFA

# of Institutions

2,308

Shares Held

1.55B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Accurate Wealth Management, LLC Ishares Tr Transaction History