Institute For Wealth Management, Llc. Ishares Tr Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,069 shares of IEFA stock, worth $622,213. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,069
Previous 7,029 0.57%
Holding current value
$622,213
Previous $586,000 5.29%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 17, 2025
BUY
$81.7 - $87.53 $3,268 - $3,501
40 Added 0.57%
7,069 $617,000
Q2 2025

Jul 18, 2025
SELL
$67.83 - $84.09 $7,800 - $9,670
-115 Reduced 1.61%
7,029 $586,000
Q1 2025

Apr 21, 2025
SELL
$69.57 - $78.65 $2,713 - $3,067
-39 Reduced 0.54%
7,144 $540,000
Q4 2024

Jan 23, 2025
BUY
$70.06 - $77.43 $8,056 - $8,904
115 Added 1.63%
7,183 $504,000
Q2 2024

Jul 25, 2024
BUY
$70.77 - $76.19 $500,202 - $538,510
7,068 New
7,068 $513,000
Q1 2020

Apr 29, 2020
SELL
$43.31 - $66.12 $10,134 - $15,472
-234 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$59.36 - $65.51 $13,890 - $15,329
234 New
234 $15,000

Others Institutions Holding IEFA

# of Institutions
2,367
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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