Uptown Financial Advisors LLC Ishares Tr Transaction History

Uptown Financial Advisors LLC

$117 Billion
Q2 2025

A detailed history of Uptown Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 4,568 shares of IEFA stock, worth $386,315. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,568

Holding current value

$386,315

% of portfolio

0.33%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 10, 2025	BUY	$67.83 - $84.09 $309,847 - $384,123	4,568 New	4,568 $381 Million

Others Institutions Holding IEFA

# of Institutions

2,333

Shares Held

1.56B

Call Options Held

106K

Put Options Held

10.5K

Bank Of America Corp Charlotte, NC

215M
Shares

$18.1 Billion
1.34% of portfolio
Morgan Stanley New York, NY

96.6M
Shares

$8.17 Billion
0.54% of portfolio
Jones Financial Companies Lllp

89.7M
Shares

$7.59 Billion
5.71% of portfolio
Wells Fargo & Company San Francisco, CA

71.6M
Shares

$6.06 Billion
1.26% of portfolio
Tiaa, Fsb St. Louis, MO

59M
Shares

$4.99 Billion
14.41% of portfolio

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About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Uptown Financial Advisors LLC Ishares Tr Transaction History