Ritholtz Wealth Management Ishares Tr Transaction History

Ritholtz Wealth Management

$3.29 Billion
Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Ritholtz Wealth Management holds 803,603 shares of IEFA stock, worth $63.3 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

803,603

Previous 1,218,403 34.04%

Holding current value

$63.3 Million

Previous $85.6 Million 29.01%

% of portfolio

1.85%

Previous 2.54%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,204

Shares Held

1.5B

Call Options Held

86.4K

Put Options Held

6.1K

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About ISHARES TR

Ticker IEFA
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Ritholtz Wealth Management Ishares Tr Transaction History