Vertex Planning Partners, LLC Ishares Tr Transaction History

Vertex Planning Partners, LLC

$479 Billion
Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,639 shares of IEFA stock, worth $584,364. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,639

Previous 5,728 15.9%

Holding current value

$584,364

Previous $433 Million 27.9%

% of portfolio

0.12%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$67.83 - $84.09 $61,793 - $76,605	911 Added 15.9%	6,639 $554 Million
Q1 2025 May 14, 2025	BUY	$69.57 - $78.65 $29,428 - $33,268	423 Added 7.97%	5,728 $433 Million
Q4 2024 Feb 12, 2025	BUY	$70.06 - $77.43 $8,757 - $9,678	125 Added 2.41%	5,305 $373 Million
Q3 2024 Nov 07, 2024	BUY	$70.09 - $78.74 $16,260 - $18,267	232 Added 4.69%	5,180 $404 Million
Q2 2024 Aug 13, 2024	SELL	$70.77 - $76.19 $239,627 - $257,979	-3,386 Reduced 40.63%	4,948 $359 Million
Q1 2024 May 13, 2024	BUY	$68.14 - $74.43 $353,578 - $386,217	5,189 Added 164.99%	8,334 $619 Million
Q4 2023 Feb 14, 2024	SELL	$61.3 - $70.47 $95,260 - $109,510	-1,554 Reduced 33.07%	3,145 $221 Million
Q3 2023 Nov 14, 2023	BUY	$64.04 - $69.58 $704 - $765	11 Added 0.23%	4,699 $302 Million
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $8,715 - $9,121	132 Added 2.9%	4,688 $316 Million
Q1 2023 May 16, 2023	SELL	$62.17 - $67.7 $49,425 - $53,821	-795 Reduced 14.86%	4,556 $305 Million
Q4 2022 Feb 06, 2023	BUY	$52.35 - $63.65 $280,124 - $340,591	5,351 New	5,351 $330 Million

Others Institutions Holding IEFA

# of Institutions

2,365

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

View Full List

About ISHARES TR

Ticker IEFA
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Vertex Planning Partners, LLC Ishares Tr Transaction History