Ritholtz Wealth Management Ishares Tr Transaction History

Ritholtz Wealth Management

$4.45 Billion
Q2 2025

A detailed history of Ritholtz Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Ritholtz Wealth Management holds 1,229,219 shares of IEFA stock, worth $107 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

1,229,219

Previous 803,603 52.96%

Holding current value

$107 Million

Previous $60.8 Million 68.8%

% of portfolio

2.3%

Previous 1.85%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$67.83 - $84.09 $28.9 Million - $35.8 Million	425,616 Added 52.96%	1,229,219 $103 Million
Q1 2025 Apr 16, 2025	SELL	$69.57 - $78.65 $28.9 Million - $32.6 Million	-414,800 Reduced 34.04%	803,603 $60.8 Million
Q4 2024 Jan 14, 2025	BUY	$70.06 - $77.43 $4.21 Million - $4.65 Million	60,046 Added 5.18%	1,218,403 $85.6 Million
Q3 2024 Oct 10, 2024	BUY	$70.09 - $78.74 $3.18 Million - $3.57 Million	45,339 Added 4.07%	1,158,357 $90.4 Million
Q2 2024 Jul 31, 2024	BUY	$70.77 - $76.19 $1.24 Million - $1.34 Million	17,544 Added 1.6%	1,113,018 $80.8 Million
Q1 2024 Apr 24, 2024	BUY	$68.14 - $74.43 $1.24 Million - $1.35 Million	18,163 Added 1.69%	1,095,474 $81.3 Million
Q4 2023 Jan 18, 2024	BUY	$61.3 - $70.47 $4.2 Million - $4.83 Million	68,535 Added 6.79%	1,077,311 $75.8 Million
Q3 2023 Oct 13, 2023	BUY	$64.04 - $69.58 $4.22 Million - $4.58 Million	65,852 Added 6.98%	1,008,776 $64.9 Million
Q2 2023 Jul 14, 2023	BUY	$66.03 - $69.1 $3.54 Million - $3.71 Million	53,628 Added 6.03%	942,924 $63.6 Million
Q1 2023 Apr 19, 2023	SELL	$62.17 - $67.7 $93,192 - $101,482	-1,499 Reduced 0.17%	889,296 $59.4 Million
Q4 2022 Jan 18, 2023	SELL	$52.35 - $63.65 $6.78 Million - $8.24 Million	-129,517 Reduced 12.69%	890,795 $0
Q3 2022 Oct 18, 2022	BUY	$52.32 - $63.1 $4.42 Million - $5.33 Million	84,470 Added 9.03%	1,020,312 $53.7 Million
Q2 2022 Jul 15, 2022	BUY	$57.91 - $70.46 $2.06 Million - $2.51 Million	35,614 Added 3.96%	935,842 $55.1 Million
Q1 2022 Apr 14, 2022	BUY	$63.26 - $75.48 $4.24 Million - $5.05 Million	66,968 Added 8.04%	900,228 $62.6 Million
Q4 2021 Jan 18, 2022	SELL	$72.36 - $77.76 $1.18 Million - $1.27 Million	-16,290 Reduced 1.92%	833,260 $62.2 Million
Q3 2021 Oct 14, 2021	SELL	$72.98 - $78.2 $10.3 Million - $11 Million	-141,137 Reduced 14.25%	849,550 $63.1 Million
Q2 2021 Jul 20, 2021	BUY	$73.11 - $77.88 $537,577 - $572,651	7,353 Added 0.75%	990,687 $74.2 Million
Q1 2021 May 12, 2021	BUY	$68.58 - $73.12 $3.28 Million - $3.5 Million	47,838 Added 5.11%	983,334 $70.8 Million
Q4 2020 Jan 19, 2021	BUY	$58.13 - $69.71 $4.1 Million - $4.91 Million	70,505 Added 8.15%	935,496 $64.6 Million
Q3 2020 Oct 23, 2020	BUY	$57.43 - $62.28 $6.62 Million - $7.18 Million	115,319 Added 15.38%	864,991 $52.1 Million
Q2 2020 Jul 15, 2020	BUY	$47.43 - $60.75 $35.1 Million - $45 Million	740,843 Added 8391.02%	749,672 $42.9 Million
Q1 2020 Apr 09, 2020	SELL	$43.31 - $66.12 $494,816 - $755,421	-11,425 Reduced 56.41%	8,829 $440,000
Q4 2019 Jan 17, 2020	BUY	$59.36 - $65.51 $62,506 - $68,982	1,053 Added 5.48%	20,254 $1.32 Million
Q3 2019 Oct 17, 2019	BUY	$57.44 - $62.42 $13,785 - $14,980	240 Added 1.27%	19,201 $1.17 Million
Q2 2019 Jul 15, 2019	SELL	$59.39 - $62.73 $186,068 - $196,533	-3,133 Reduced 14.18%	18,961 $1.16 Million
Q1 2019 Apr 12, 2019	SELL	$54.44 - $61.46 $3.86 Million - $4.36 Million	-70,985 Reduced 76.26%	22,094 $1.34 Million
Q4 2018 Jan 18, 2019	BUY	$53.06 - $64.19 $4.35 Million - $5.27 Million	82,031 Added 742.5%	93,079 $5.12 Million
Q3 2018 Oct 12, 2018	SELL	$61.82 - $65.16 $181,008 - $190,788	-2,928 Reduced 20.95%	11,048 $708,000
Q2 2018 Jul 12, 2018	BUY	$62.74 - $67.79 $876,854 - $947,433	13,976 New	13,976 $886,000

Others Institutions Holding IEFA

# of Institutions

2,365

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Ishares Tr Transaction History