Catalyst Private Wealth, LLC Ishares Tr Transaction History

Catalyst Private Wealth, LLC

$172 Million
Q3 2025

A detailed history of Catalyst Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Catalyst Private Wealth, LLC holds 9,945 shares of IEFA stock, worth $882,618. This represents 0.5% of its overall portfolio holdings.

Number of Shares

9,945

Previous 9,945 -0.0%

Holding current value

$882,618

Previous $830,000 4.58%

% of portfolio

0.5%

Previous 0.48%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$67.83 - $84.09 $72,103 - $89,387	1,063 Added 11.97%	9,945 $830,000
Q1 2025 Apr 08, 2025	SELL	$69.57 - $78.65 $2,295 - $2,595	-33 Reduced 0.37%	8,882 $678,000
Q2 2024 Jul 24, 2024	SELL	$70.77 - $76.19 $3,467 - $3,733	-49 Reduced 0.55%	8,915 $647,000
Q1 2024 Apr 11, 2024	SELL	$68.14 - $74.43 $12,674 - $13,843	-186 Reduced 2.03%	8,964 $665,000
Q3 2023 Oct 24, 2023	SELL	$64.04 - $69.58 $3,650 - $3,966	-57 Reduced 0.62%	9,150 $588,000

Q2 2023 Jul 18, 2023	SELL	$66.03 - $69.1 $6,470 - $6,771	-98 Reduced 1.05%	9,207 $621,000
Q1 2023 Apr 20, 2023	BUY	$62.17 - $67.7 $58,626 - $63,841	943 Added 11.28%	9,305 $622,000
Q4 2022 Jan 23, 2023	BUY	$52.35 - $63.65 $11,098 - $13,493	212 Added 2.6%	8,362 $0
Q2 2021 Jul 19, 2021	BUY	$73.11 - $77.88 $595,846 - $634,722	8,150 New	8,150 $610,000

Others Institutions Holding IEFA

# of Institutions

2,419

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

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalyst Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Private Wealth, LLC with notifications on news.

Account

Catalyst Private Wealth, LLC Ishares Tr Transaction History