Confluence Wealth Services, Inc. Ishares Tr Transaction History

Confluence Wealth Services, Inc.

$1.52 Billion
Q1 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 53,568 shares of IEFA stock, worth $4.42 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

53,568

Previous 56,587 5.34%

Holding current value

$4.42 Million

Previous $3.98 Million 1.91%

% of portfolio

0.27%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$69.57 - $78.65 $210,031 - $237,444	-3,019 Reduced 5.34%	53,568 $4.05 Million
Q4 2024 Jan 27, 2025	BUY	$70.06 - $77.43 $7,426 - $8,207	106 Added 0.19%	56,587 $3.98 Million
Q3 2024 Oct 29, 2024	BUY	$70.09 - $78.74 $15,069 - $16,929	215 Added 0.38%	56,481 $4.41 Million
Q2 2024 Jul 31, 2024	BUY	$70.77 - $76.19 $84,782 - $91,275	1,198 Added 2.18%	56,266 $4.09 Million
Q1 2024 Apr 22, 2024	SELL	$68.14 - $74.43 $161,082 - $175,952	-2,364 Reduced 4.12%	55,068 $4.09 Million
Q4 2023 Jan 25, 2024	BUY	$61.3 - $70.47 $3.52 Million - $4.05 Million	57,432 New	57,432 $4.04 Million
Q2 2022 Aug 15, 2022	SELL	$57.91 - $70.46 $275,709 - $335,460	-4,761 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$63.26 - $75.48 $339,073 - $404,572	-5,360 Reduced 52.96%	4,761 $330,000
Q4 2021 Feb 10, 2022	BUY	$72.36 - $77.76 $732,355 - $787,008	10,121 New	10,121 $755,000

Others Institutions Holding IEFA

# of Institutions

2,258

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Confluence Wealth Services, Inc. Ishares Tr Transaction History