Orba Wealth Advisors, L.L.C. Ishares Tr Transaction History

Orba Wealth Advisors, L.L.C.

$110 Billion
Q2 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in Ishares Tr stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 3,123 shares of IEFA stock, worth $271,576. This represents 0.24% of its overall portfolio holdings.

Number of Shares

3,123

Previous 14,321 78.19%

Holding current value

$271,576

Previous $1.08 Billion 75.94%

% of portfolio

0.24%

Previous 0.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$67.83 - $84.09 $759,560 - $941,639	-11,198 Reduced 78.19%	3,123 $261 Million
Q4 2024 Feb 04, 2025	SELL	$70.06 - $77.43 $38,392 - $42,431	-548 Reduced 3.69%	14,321 $1.01 Billion
Q3 2024 Oct 09, 2024	SELL	$70.09 - $78.74 $17,522 - $19,685	-250 Reduced 1.65%	14,869 $1.16 Billion
Q2 2024 Jul 16, 2024	BUY	$70.77 - $76.19 $26,397 - $28,418	373 Added 2.53%	15,119 $1.1 Billion
Q1 2024 Apr 30, 2024	BUY	$68.14 - $74.43 $118,291 - $129,210	1,736 Added 13.34%	14,746 $1.09 Billion
Q4 2023 Feb 12, 2024	BUY	$61.3 - $70.47 $797,513 - $916,814	13,010 New	13,010 $915 Million

Others Institutions Holding IEFA

# of Institutions

2,355

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Orba Wealth Advisors, L.L.C. Ishares Tr Transaction History