A detailed history of Aspen Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 89,751 shares of IEFA stock, worth $6.45 Million. This represents 4.51% of its overall portfolio holdings.

Number of Shares
89,751
Previous 85,086 5.48%
Holding current value
$6.45 Million
Previous $6.39 Billion 9.61%
% of portfolio
4.51%
Previous 4.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$70.09 - $78.74 $326,969 - $367,322
4,665 Added 5.48%
89,751 $7.01 Billion
Q2 2024

Jul 19, 2024

SELL
$70.77 - $76.19 $47,911 - $51,580
-677 Reduced 0.79%
85,086 $6.39 Billion
Q1 2024

May 13, 2024

BUY
$68.14 - $74.43 $626,819 - $684,681
9,199 Added 12.01%
85,763 $6.37 Billion
Q4 2023

Jan 30, 2024

BUY
$61.3 - $70.47 $4.69 Million - $5.4 Million
76,564 New
76,564 $5.39 Billion

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Aspen Wealth Strategies, LLC Portfolio

Follow Aspen Wealth Strategies, 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 Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.