Montag & Caldwell, LLC Ishares Tr Transaction History

Montag & Caldwell, LLC

$465 Million
Q4 2024

A detailed history of Montag & Caldwell, LLC transactions in Ishares Tr stock. As of the latest transaction made, Montag & Caldwell, LLC holds 2,095 shares of IEFA stock, worth $158,423. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,095

Holding current value

$158,423

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$70.06 - $77.43 $146,775 - $162,215	2,095 New	2,095 $147,000

Others Institutions Holding IEFA

# of Institutions

2,149

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

Bank Of America Corp Charlotte, NC

192M
Shares

$14.5 Billion
1.15% of portfolio
Morgan Stanley New York, NY

98M
Shares

$7.41 Billion
0.5% of portfolio
Jones Financial Companies Lllp

88.6M
Shares

$6.7 Billion
5.94% of portfolio
Wells Fargo & Company San Francisco, CA

65.7M
Shares

$4.97 Billion
1.07% of portfolio
Tiaa, Fsb St. Louis, MO

59M
Shares

$4.46 Billion
14.41% of portfolio

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About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Montag & Caldwell, LLC Ishares Tr Transaction History