Panoramic Investment Advisors, LLC Ishares Tr Transaction History

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 29,507 shares of IEFA stock, worth $2.46 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

29,507

Previous 28,638 3.03%

Holding current value

$2.46 Million

Previous $2.01 Billion 10.91%

% of portfolio

1.51%

Previous 1.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$69.57 - $78.65 $60,456 - $68,346	869 Added 3.03%	29,507 $2.23 Billion
Q4 2024 Jan 24, 2025	BUY	$70.06 - $77.43 $226,013 - $249,789	3,226 Added 12.69%	28,638 $2.01 Billion
Q3 2024 Oct 31, 2024	SELL	$70.09 - $78.74 $173,472 - $194,881	-2,475 Reduced 8.88%	25,412 $1.98 Billion
Q1 2024 Apr 18, 2024	SELL	$68.14 - $74.43 $227,996 - $249,042	-3,346 Reduced 10.71%	27,887 $2.07 Billion
Q4 2023 Jan 23, 2024	SELL	$61.3 - $70.47 $223,867 - $257,356	-3,652 Reduced 10.47%	31,233 $2.2 Billion
Q3 2023 Nov 15, 2023	BUY	$64.04 - $69.58 $888,234 - $965,074	13,870 Added 66.0%	34,885 $2.24 Billion
Q4 2022 Mar 01, 2023	BUY	$52.35 - $63.65 $1.1 Million - $1.34 Million	21,015 New	21,015 $1.3 Billion

Others Institutions Holding IEFA

# of Institutions

2,320

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Account

Panoramic Investment Advisors, LLC Ishares Tr Transaction History