Heritage Financial Services, LLC Ishares Tr Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Financial Services, LLC holds 5,330 shares of IEFA stock, worth $473,037. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,330
Previous 5,330 -0.0%
Holding current value
$473,037
Previous $444,000 4.73%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$67.83 - $84.09 $110,562 - $137,066
1,630 Added 44.05%
5,330 $444,000
Q1 2025

May 14, 2025
BUY
$69.57 - $78.65 $257,408 - $291,005
3,700 New
3,700 $279,000
Q2 2022

Jul 19, 2022
BUY
$57.91 - $70.46 $32,950 - $40,091
569 New
569 $33,000

Others Institutions Holding IEFA

# of Institutions
2,422
Shares Held
1.6B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Heritage Financial Services, LLC Portfolio

Follow Heritage Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email