One Ascent Financial Services LLC Ishares Tr Transaction History

One Ascent Financial Services LLC

$1.4 Billion
Q2 2025

A detailed history of One Ascent Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, One Ascent Financial Services LLC holds 4,450 shares of IEFA stock, worth $389,864. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,450

Previous 3,864 15.17%

Holding current value

$389,864

Previous $293,000 26.62%

% of portfolio

0.03%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$67.83 - $84.09 $39,748 - $49,276	586 Added 15.17%	4,450 $371,000
Q1 2025 May 05, 2025	SELL	$69.57 - $78.65 $892,374 - $1.01 Million	-12,827 Reduced 76.85%	3,864 $293,000
Q4 2024 Feb 12, 2025	BUY	$70.06 - $77.43 $1.17 Million - $1.29 Million	16,691 New	16,691 $1.17 Million
Q2 2024 Jul 17, 2024	BUY	$70.77 - $76.19 $3.01 Million - $3.24 Million	42,491 Added 1457.17%	45,407 $3.3 Million
Q1 2024 Apr 16, 2024	SELL	$68.14 - $74.43 $57,987 - $63,339	-851 Reduced 22.59%	2,916 $216,000
Q4 2023 Jan 11, 2024	SELL	$61.3 - $70.47 $77,360 - $88,933	-1,262 Reduced 25.09%	3,767 $265,000
Q3 2023 Oct 13, 2023	SELL	$64.04 - $69.58 $77,040 - $83,704	-1,203 Reduced 19.3%	5,029 $324,000
Q2 2023 Jul 10, 2023	SELL	$66.03 - $69.1 $186,204 - $194,861	-2,820 Reduced 31.15%	6,232 $421,000
Q1 2023 Apr 17, 2023	SELL	$62.17 - $67.7 $312,901 - $340,734	-5,033 Reduced 35.73%	9,052 $605,000
Q4 2022 Jan 12, 2023	BUY	$52.35 - $63.65 $737,349 - $896,510	14,085 New	14,085 $868,000

Others Institutions Holding IEFA

# of Institutions

2,364

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

View Full List

About ISHARES TR

Ticker IEFA
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One Ascent Financial Services LLC Ishares Tr Transaction History