Elmwood Wealth Management, Inc. Ishares Tr Transaction History

Elmwood Wealth Management, Inc.

$253 Million
Q3 2025

A detailed history of Elmwood Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 68,146 shares of IEFA stock, worth $6.05 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

68,146

Previous 63,875 6.69%

Holding current value

$6.05 Million

Previous $5.33 Million 11.57%

% of portfolio

2.35%

Previous 2.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$81.7 - $87.53 $348,940 - $373,840	4,271 Added 6.69%	68,146 $5.95 Million
Q2 2025 Jul 25, 2025	BUY	$67.83 - $84.09 $99,574 - $123,444	1,468 Added 2.35%	63,875 $5.33 Million
Q1 2025 Apr 28, 2025	BUY	$69.57 - $78.65 $6,887 - $7,786	99 Added 0.16%	62,407 $4.72 Million
Q4 2024 Jan 13, 2025	SELL	$70.06 - $77.43 $199,040 - $219,978	-2,841 Reduced 4.36%	62,308 $4.38 Million
Q3 2024 Oct 11, 2024	BUY	$70.09 - $78.74 $929,954 - $1.04 Million	13,268 Added 25.57%	65,149 $5.08 Million

Q2 2024 Aug 13, 2024	BUY	$70.77 - $76.19 $3.43 Million - $3.7 Million	48,507 Added 1437.67%	51,881 $3.77 Million
Q1 2024 May 10, 2024	BUY	$68.14 - $74.43 $229,904 - $251,126	3,374 New	3,374 $250,000

Others Institutions Holding IEFA

# of Institutions

2,413

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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Elmwood Wealth Management, Inc. Ishares Tr Transaction History