Summit Wealth & Retirement Planning, Inc. Ishares Tr Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 16,066 shares of IEFA stock, worth $1.43 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
16,066
Previous 15,655 2.63%
Holding current value
$1.43 Million
Previous $1.31 Million 7.35%
% of portfolio
0.36%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$81.7 - $87.53 $33,578 - $35,974
411 Added 2.63%
16,066 $1.4 Million
Q2 2025

Aug 06, 2025
BUY
$67.83 - $84.09 $248,257 - $307,769
3,660 Added 30.51%
15,655 $1.31 Million
Q1 2025

May 05, 2025
BUY
$69.57 - $78.65 $172,324 - $194,816
2,477 Added 26.02%
11,995 $907,000
Q4 2024

Jan 28, 2025
BUY
$70.06 - $77.43 $666,831 - $736,978
9,518 New
9,518 $668,000

Others Institutions Holding IEFA

# of Institutions
2,414
Shares Held
1.6B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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