Holistic Planning, LLC Ishares Tr Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 6,946 shares of IEFA stock, worth $611,386. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,946
Previous 4,575 51.83%
Holding current value
$611,386
Previous $346 Million 67.53%
% of portfolio
0.17%
Previous 0.12%

Shares

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

Jul 28, 2025
BUY
$67.83 - $84.09 $160,824 - $199,377
2,371 Added 51.83%
6,946 $580 Million
Q1 2025

Apr 23, 2025
SELL
$69.57 - $78.65 $2,643 - $2,988
-38 Reduced 0.82%
4,575 $346 Million
Q4 2024

Jan 24, 2025
BUY
$70.06 - $77.43 $22,138 - $24,467
316 Added 7.35%
4,613 $324 Million
Q3 2024

Nov 01, 2024
BUY
$70.09 - $78.74 $301,176 - $338,345
4,297 New
4,297 $335 Million

Others Institutions Holding IEFA

# of Institutions
2,365
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
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email