Instrumental Wealth, LLC Ishares Tr Transaction History

Instrumental Wealth, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Instrumental Wealth, LLC holds 103,808 shares of IEFA stock, worth $8.65 Million. This represents 7.34% of its overall portfolio holdings.

Number of Shares
103,808
Previous 99,374 4.46%
Holding current value
$8.65 Million
Previous $7.51 Billion 7.86%
% of portfolio
7.34%
Previous 7.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$69.57 - $78.65 $308,473 - $348,734
4,434 Added 4.46%
103,808 $8.11 Billion
Q4 2024

Feb 24, 2025
BUY
$70.06 - $77.43 $6.96 Million - $7.69 Million
99,374 New
99,374 $7.51 Billion

Others Institutions Holding IEFA

# of Institutions
2,259
Shares Held
1.54B
Call Options Held
106K
Put Options Held
10.7K
View Full List

About ISHARES TR

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