Heartwood Wealth Advisors LLC Ishares Tr Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q3 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,123 shares of IEFA stock, worth $277,166. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,123

Holding current value

$277,166

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 06, 2025	BUY	$81.7 - $87.53 $255,149 - $273,356	3,123 New	3,123 $272,000

Others Institutions Holding IEFA

# of Institutions

2,415

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

Bank Of America Corp Charlotte, NC

225M
Shares

$20 Billion
1.37% of portfolio
Morgan Stanley New York, NY

100M
Shares

$8.87 Billion
0.55% of portfolio
Jones Financial Companies Lllp

96.5M
Shares

$8.57 Billion
5.78% of portfolio
Wells Fargo & Company San Francisco, CA

76.2M
Shares

$6.76 Billion
1.31% of portfolio
Tiaa, Fsb St. Louis, MO

59M
Shares

$5.23 Billion
14.41% of portfolio

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About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Heartwood Wealth Advisors LLC Ishares Tr Transaction History