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

Summit Wealth & Retirement Planning, Inc.

  • $312 Million
  • Q1 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 11,995 shares of IEFA stock, worth $997,984. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,995
Previous 9,518 26.02%
Holding current value
$997,984
Previous $668,000 35.78%
% of portfolio
0.29%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,308
Shares Held
1.55B
Call Options Held
106K
Put Options Held
10.7K
View Full List

About ISHARES TR

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