Marshall & Sterling Wealth Advisors Inc. Ishares Tr Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,718 shares of IEFA stock, worth $141,838. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,718
Previous 514 234.24%
Holding current value
$141,838
Previous $36.1 Million 260.4%
% of portfolio
0.09%
Previous 0.02%

Shares

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

May 15, 2025
BUY
$69.57 - $78.65 $83,762 - $94,694
1,204 Added 234.24%
1,718 $130 Million
Q4 2024

Feb 14, 2025
BUY
$70.06 - $77.43 $36,010 - $39,799
514 New
514 $36.1 Million

Others Institutions Holding IEFA

# of Institutions
2,258
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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