Heritage Wealth Architects, Inc. Ishares Tr Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 16,115 shares of IEFA stock, worth $1.42 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
16,115
Previous 16,932 4.83%
Holding current value
$1.42 Million
Previous $1.41 Billion 0.46%
% of portfolio
0.87%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025
SELL
$81.7 - $87.53 $66,748 - $71,512
-817 Reduced 4.83%
16,115 $1.41 Billion
Q2 2025

Jul 09, 2025
BUY
$67.83 - $84.09 $31,269 - $38,765
461 Added 2.8%
16,932 $1.41 Billion
Q1 2025

May 15, 2025
BUY
$69.57 - $78.65 $1.15 Million - $1.3 Million
16,471 New
16,471 $1.25 Billion

Others Institutions Holding IEFA

# of Institutions
2,374
Shares Held
1.56B
Call Options Held
108K
Put Options Held
37.6K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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