Laurel Wealth Planning LLC Ishares Tr Transaction History

Laurel Wealth Planning LLC

$169 Million
Q4 2025

A detailed history of Laurel Wealth Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 2,314 shares of IEFA stock, worth $205,367. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,314

Previous 2,314 -0.0%

Holding current value

$205,367

Previous $202,000 1.49%

% of portfolio

0.12%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$81.7 - $87.53 $189,053 - $202,544	2,314 New	2,314 $202,000
Q4 2022 Feb 01, 2023	BUY	$52.35 - $63.65 $200,709 - $244,034	3,834 Added 815.74%	4,304 $265,000
Q2 2022 Aug 09, 2022	SELL	$57.91 - $70.46 $17,894 - $21,772	-309 Reduced 39.67%	470 $28,000
Q1 2022 Apr 28, 2022	BUY	$63.26 - $75.48 $19,547 - $23,323	309 Added 65.74%	779 $54,000
Q4 2021 Feb 01, 2022	SELL	$72.36 - $77.76 $9,696 - $10,419	-134 Reduced 22.19%	470 $35,000

Q3 2021 Nov 12, 2021	BUY	$72.98 - $78.2 $29,556 - $31,671	405 Added 203.52%	604 $45,000
Q2 2021 Aug 09, 2021	SELL	$73.11 - $77.88 $8,042 - $8,566	-110 Reduced 35.6%	199 $15,000
Q1 2021 May 06, 2021	SELL	$68.58 - $73.12 $35,867 - $38,241	-523 Reduced 62.86%	309 $22,000
Q4 2020 Feb 08, 2021	BUY	$58.13 - $69.71 $48,364 - $57,998	832 New	832 $57,000

Others Institutions Holding IEFA

# of Institutions

2,464

Shares Held

1.59B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Laurel Wealth Planning LLC Ishares Tr Transaction History