Aspen Wealth Strategies, LLC Ishares Tr Transaction History

Aspen Wealth Strategies, LLC

$180 Billion
Q3 2025

A detailed history of Aspen Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 114,968 shares of IEFA stock, worth $10.2 Million. This represents 5.58% of its overall portfolio holdings.

Number of Shares

114,968

Previous 105,245 9.24%

Holding current value

$10.2 Million

Previous $8.79 Billion 14.25%

% of portfolio

5.58%

Previous 5.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$81.7 - $87.53 $794,369 - $851,054	9,723 Added 9.24%	114,968 $10 Billion
Q2 2025 Aug 07, 2025	BUY	$67.83 - $84.09 $392,532 - $486,628	5,787 Added 5.82%	105,245 $8.79 Billion
Q1 2025 Apr 30, 2025	BUY	$69.57 - $78.65 $285,167 - $322,386	4,099 Added 4.3%	99,458 $7.52 Billion
Q4 2024 Feb 10, 2025	BUY	$70.06 - $77.43 $392,896 - $434,227	5,608 Added 6.25%	95,359 $6.7 Billion
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

# of Institutions

2,415

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Aspen Wealth Strategies, LLC Ishares Tr Transaction History