Caldwell Trust CO Ishares Tr Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

A detailed history of Caldwell Trust CO transactions in Ishares Tr stock. As of the latest transaction made, Caldwell Trust CO holds 69,894 shares of IEFA stock, worth $6.12 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

69,894

Holding current value

$6.12 Million

% of portfolio

0.58%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 22, 2025	BUY	$67.83 - $84.09 $4.74 Million - $5.88 Million	69,894 New	69,894 $5.83 Billion
Q1 2025 Sep 23, 2025	SELL	$69.57 - $78.65 $216,919 - $245,230	-3,118 Reduced 4.46%	66,776 $5.05 Billion
Q4 2024 Sep 24, 2025	BUY	$70.06 - $77.43 $629,278 - $695,476	8,982 Added 16.27%	64,181 $4.51 Billion
Q3 2024 Sep 24, 2025	BUY	$70.09 - $78.74 $67,006 - $75,275	956 Added 1.76%	55,199 $4.31 Billion
Q2 2024 Sep 24, 2025	BUY	$70.77 - $76.19 $392,348 - $422,397	5,544 Added 11.38%	54,243 $3.94 Billion
Q1 2024 Sep 24, 2025	SELL	$68.14 - $74.43 $1.44 Million - $1.58 Million	-21,195 Reduced 30.32%	48,699 $3.61 Billion
Q4 2023 Oct 01, 2025	BUY	$61.3 - $70.47 $236,985 - $272,437	3,866 Added 10.51%	40,642 $2.86 Billion
Q3 2023 Oct 01, 2025	BUY	$64.04 - $69.58 $982,629 - $1.07 Million	15,344 Added 71.59%	36,776 $2.37 Billion
Q2 2023 Oct 01, 2025	BUY	$66.03 - $69.1 $922,174 - $965,050	13,966 Added 187.06%	21,432 $1.45 Billion
Q1 2023 Oct 01, 2025	SELL	$62.17 - $67.7 $3.88 Million - $4.23 Million	-62,428 Reduced 89.32%	7,466 $499 Million
Q3 2022 Oct 01, 2025	SELL	$52.32 - $63.1 $3.27 Million - $3.94 Million	-62,485 Reduced 89.4%	7,409 $390 Million
Q2 2022 Oct 01, 2025	BUY	$57.91 - $70.46 $31,850 - $38,753	550 Added 8.02%	7,409 $436 Million
Q1 2022 Oct 01, 2025	SELL	$63.26 - $75.48 $3.99 Million - $4.76 Million	-63,035 Reduced 90.19%	6,859 $477 Million
Q3 2021 Oct 02, 2025	SELL	$72.98 - $78.2 $5.08 Million - $5.45 Million	-69,644 Reduced 99.64%	250 $18.6 Million

Others Institutions Holding IEFA

# of Institutions

2,364

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

View Full List

About ISHARES TR

Ticker IEFA
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