Total Wealth Planning, LLC Ishares Tr Transaction History

Total Wealth Planning, LLC

  • $611 Million
  • Q1 2025

A detailed history of Total Wealth Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Total Wealth Planning, LLC holds 4,173 shares of IEFA stock, worth $343,145. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,173
Previous 4,173 -0.0%
Holding current value
$343,145
Previous $293,000 8.53%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$70.09 - $78.74 $8,901 - $9,999
-127 Reduced 2.95%
4,173 $325,000
Q2 2024

Aug 02, 2024
BUY
$70.77 - $76.19 $7,077 - $7,619
100 Added 2.38%
4,300 $312,000
Q4 2023

Feb 05, 2024
BUY
$61.3 - $70.47 $257,460 - $295,974
4,200 New
4,200 $295,000

Others Institutions Holding IEFA

# of Institutions
2,252
Shares Held
1.54B
Call Options Held
106K
Put Options Held
10.5K
View Full List

About ISHARES TR

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