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 $8.17 Million. This represents 7.34% of its overall portfolio holdings.
Number of Shares
103,808
Previous 99,374
4.46%
Holding current value
$8.17 Million
Previous $7.51 Billion
7.86%
% of portfolio
7.34%
Previous 7.11%
Shares
2 transactions
Others Institutions Holding IEFA
# of Institutions
2,221Shares Held
1.5BCall Options Held
86.4KPut Options Held
6.1K-
Bank Of America Corp Charlotte, NC192MShares$15.1 Billion1.15% of portfolio
-
Morgan Stanley New York, NY98MShares$7.71 Billion0.5% of portfolio
-
Jones Financial Companies Lllp88.6MShares$6.97 Billion5.94% of portfolio
-
Wells Fargo & Company San Francisco, CA65.7MShares$5.17 Billion1.07% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.64 Billion14.41% of portfolio