Aegis Wealth Management LLC Ishares Tr Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Aegis Wealth Management LLC holds 27,080 shares of IEFA stock, worth $2.24 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
27,080
Previous 20,385 32.84%
Holding current value
$2.24 Million
Previous $1.43 Billion 42.99%
% of portfolio
1.2%
Previous 0.97%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$69.57 - $78.65 $465,771 - $526,561
6,695 Added 32.84%
27,080 $2.05 Billion
Q4 2024

Mar 07, 2025
BUY
$70.06 - $77.43 $1.43 Million - $1.58 Million
20,385 New
20,385 $1.43 Billion

Others Institutions Holding IEFA

# of Institutions
2,256
Shares Held
1.54B
Call Options Held
106K
Put Options Held
10.7K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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