Fusion Family Wealth LLC Ishares Tr Transaction History

Fusion Family Wealth LLC

$1.18 Billion
Q2 2025

A detailed history of Fusion Family Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Fusion Family Wealth LLC holds 558,726 shares of IEFA stock, worth $47.3 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares

558,726

Previous 531,175 5.19%

Holding current value

$47.3 Million

Previous $40.2 Million 16.07%

% of portfolio

3.97%

Previous 3.7%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$67.83 - $84.09 $1.87 Million - $2.32 Million	27,551 Added 5.19%	558,726 $46.6 Million
Q1 2025 Apr 28, 2025	BUY	$69.57 - $78.65 $3.48 Million - $3.93 Million	49,982 Added 10.39%	531,175 $40.2 Million
Q4 2024 Jan 27, 2025	SELL	$70.06 - $77.43 $254,457 - $281,225	-3,632 Reduced 0.75%	481,193 $33.8 Million
Q3 2024 Oct 17, 2024	BUY	$70.09 - $78.74 $649,804 - $729,998	9,271 Added 1.95%	484,825 $37.8 Million
Q2 2024 Jul 31, 2024	SELL	$70.77 - $76.19 $482,934 - $519,920	-6,824 Reduced 1.41%	475,554 $34.5 Million
Q1 2024 May 10, 2024	BUY	$68.14 - $74.43 $86,265 - $94,228	1,266 Added 0.26%	482,378 $35.8 Million
Q4 2023 Jan 29, 2024	BUY	$61.3 - $70.47 $3.32 Million - $3.82 Million	54,141 Added 12.68%	481,112 $33.8 Million
Q3 2023 Oct 24, 2023	BUY	$64.04 - $69.58 $83,956 - $91,219	1,311 Added 0.31%	426,971 $27.5 Million
Q2 2023 Jul 20, 2023	SELL	$66.03 - $69.1 $324,867 - $339,972	-4,920 Reduced 1.14%	425,660 $28.7 Million
Q1 2023 Apr 20, 2023	SELL	$62.17 - $67.7 $407,773 - $444,044	-6,559 Reduced 1.5%	430,580 $28.8 Million
Q4 2022 Jan 24, 2023	BUY	$52.35 - $63.65 $14.8 Million - $18 Million	283,306 Added 184.16%	437,139 $0
Q3 2022 Oct 19, 2022	BUY	$52.32 - $63.1 $875,365 - $1.06 Million	16,731 Added 12.2%	153,833 $11.4 Million
Q2 2022 Jul 11, 2022	BUY	$57.91 - $70.46 $633,014 - $770,198	10,931 Added 8.66%	137,102 $8.07 Million
Q1 2022 Apr 28, 2022	SELL	$63.26 - $75.48 $1.16 Million - $1.38 Million	-18,344 Reduced 12.69%	126,171 $8.77 Million
Q4 2021 Jan 20, 2022	SELL	$72.36 - $77.76 $674,250 - $724,567	-9,318 Reduced 6.06%	144,515 $10.8 Million
Q3 2021 Oct 14, 2021	SELL	$72.98 - $78.2 $2.31 Million - $2.47 Million	-31,624 Reduced 17.05%	153,833 $11.4 Million
Q2 2021 Jul 30, 2021	SELL	$73.11 - $77.88 $1.26 Million - $1.35 Million	-17,293 Reduced 8.53%	185,457 $13.9 Million
Q1 2021 Apr 29, 2021	SELL	$68.58 - $73.12 $27,294 - $29,101	-398 Reduced 0.2%	202,750 $14.6 Million
Q4 2020 Feb 09, 2021	SELL	$58.13 - $69.71 $269,316 - $322,966	-4,633 Reduced 2.23%	203,148 $14 Million
Q3 2020 Nov 09, 2020	SELL	$57.43 - $62.28 $346,302 - $375,548	-6,030 Reduced 2.82%	207,781 $12.5 Million
Q2 2020 Aug 13, 2020	BUY	$47.43 - $60.75 $6.63 Million - $8.49 Million	139,705 Added 188.52%	213,811 $12.2 Million
Q1 2020 May 06, 2020	BUY	$43.31 - $66.12 $1.74 Million - $2.66 Million	40,189 Added 118.49%	74,106 $3.7 Million
Q4 2019 Jan 29, 2020	BUY	$59.36 - $65.51 $337,817 - $372,817	5,691 Added 20.16%	33,917 $2.21 Million
Q3 2019 Oct 31, 2019	SELL	$57.44 - $62.42 $460,841 - $500,795	-8,023 Reduced 22.13%	28,226 $1.72 Million
Q2 2019 Aug 06, 2019	BUY	$59.39 - $62.73 $495,490 - $523,356	8,343 Added 29.9%	36,249 $2.23 Million
Q1 2019 May 10, 2019	SELL	$54.44 - $61.46 $684,310 - $772,552	-12,570 Reduced 31.06%	27,906 $1.7 Million
Q4 2018 Jan 18, 2019	BUY	$53.06 - $64.19 $2.06 Million - $2.5 Million	38,901 Added 2469.9%	40,476 $2.23 Million
Q3 2018 Nov 07, 2018	BUY	$61.82 - $65.16 $40,924 - $43,135	662 Added 72.51%	1,575 $101,000
Q2 2018 Aug 03, 2018	BUY	$62.74 - $67.79 $42,474 - $45,893	677 Added 286.86%	913 $580,000
Q1 2018 May 02, 2018	BUY	$64.18 - $70.84 $8,985 - $9,917	140 Added 145.83%	236 $16,000
Q4 2017 Feb 06, 2018	BUY	$64.09 - $66.44 $3,460 - $3,587	54 Added 128.57%	96 $6,000
Q3 2017 Oct 30, 2017	BUY	$62.19 - $64.17 $1,616 - $1,668	26 Added 162.5%	42 $3,000
Q2 2017 Aug 07, 2017	BUY	N/A	16	16 $1,000

Others Institutions Holding IEFA

# of Institutions

2,330

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

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About ISHARES TR

Ticker IEFA
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Fusion Family Wealth LLC Ishares Tr Transaction History