Form Wealth Advisors, LLC Ishares Tr Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 1,600,017 shares of IEFA stock, worth $123 Million. This represents 16.45% of its overall portfolio holdings.
Number of Shares
1,600,017Holding current value
$123 Million% of portfolio
16.45%Shares
1 transactions
Others Institutions Holding IEFA
# of Institutions
2,172Shares Held
1.5BCall Options Held
86.4KPut Options Held
6.1K-
Bank Of America Corp Charlotte, NC192MShares$14.7 Billion1.15% of portfolio
-
Morgan Stanley New York, NY98MShares$7.53 Billion0.5% of portfolio
-
Jones Financial Companies Lllp88.6MShares$6.8 Billion5.94% of portfolio
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Wells Fargo & Company San Francisco, CA65.7MShares$5.05 Billion1.07% of portfolio
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Tiaa, Fsb St. Louis, MO59MShares$4.53 Billion14.41% of portfolio