Next Level Wealth Planning, LLC Ishares Tr Transaction History

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 6,299 shares of IEFA stock, worth $559,036. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,299
Previous 6,243 0.9%
Holding current value
$559,036
Previous $521 Million 5.53%
% of portfolio
0.31%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$81.7 - $87.53 $4,575 - $4,901
56 Added 0.9%
6,299 $550 Million
Q2 2025

Jul 22, 2025
SELL
$67.83 - $84.09 $106,153 - $131,600
-1,565 Reduced 20.04%
6,243 $521 Million
Q1 2025

May 06, 2025
BUY
$69.57 - $78.65 $25,949 - $29,336
373 Added 5.02%
7,808 $591 Million
Q4 2024

Jan 30, 2025
BUY
$70.06 - $77.43 $520,896 - $575,692
7,435 New
7,435 $523 Million

Others Institutions Holding IEFA

# of Institutions
2,419
Shares Held
1.6B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

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