Bennett Associates Wealth Management Ishares Tr Transaction History

Bennett Associates Wealth Management

$130 Billion
Q2 2025

A detailed history of Bennett Associates Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Bennett Associates Wealth Management holds 177,173 shares of IEFA stock, worth $15 Million. This represents 11.37% of its overall portfolio holdings.

Number of Shares

177,173

Previous 187,115 5.31%

Holding current value

$15 Million

Previous $14.2 Billion 4.49%

% of portfolio

11.37%

Previous 11.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$67.83 - $84.09 $674,365 - $836,022	-9,942 Reduced 5.31%	177,173 $14.8 Billion
Q1 2025 Apr 09, 2025	BUY	$69.57 - $78.65 $206,205 - $233,118	2,964 Added 1.61%	187,115 $14.2 Billion
Q4 2024 Jan 14, 2025	BUY	$70.06 - $77.43 $14,992 - $16,570	214 Added 0.12%	184,151 $12.9 Billion
Q3 2024 Nov 07, 2024	BUY	$70.09 - $78.74 $735,384 - $826,140	10,492 Added 6.05%	183,937 $14.4 Billion
Q2 2024 Jul 16, 2024	BUY	$70.77 - $76.19 $188,106 - $202,513	2,658 Added 1.56%	173,445 $12.6 Billion
Q1 2024 Apr 22, 2024	BUY	$68.14 - $74.43 $108,410 - $118,418	1,591 Added 0.94%	170,787 $12.7 Billion
Q4 2023 Feb 14, 2024	BUY	$61.3 - $70.47 $10.4 Million - $11.9 Million	169,196 New	169,196 $11.9 Billion

Others Institutions Holding IEFA

# of Institutions

2,330

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Bennett Associates Wealth Management Ishares Tr Transaction History