Holistic Planning, LLC Ishares Tr Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 6,122 shares of IEFA stock, worth $543,327. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,122
Previous 6,946 11.86%
Holding current value
$543,327
Previous $580 Million 7.81%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Nov 04, 2025
SELL
$81.7 - $87.53 $67,320 - $72,124
-824 Reduced 11.86%
6,122 $535 Million
Q2 2025

Jul 28, 2025
BUY
$67.83 - $84.09 $160,824 - $199,377
2,371 Added 51.83%
6,946 $580 Million
Q1 2025

Apr 23, 2025
SELL
$69.57 - $78.65 $2,643 - $2,988
-38 Reduced 0.82%
4,575 $346 Million
Q4 2024

Jan 24, 2025
BUY
$70.06 - $77.43 $22,138 - $24,467
316 Added 7.35%
4,613 $324 Million
Q3 2024

Nov 01, 2024
BUY
$70.09 - $78.74 $301,176 - $338,345
4,297 New
4,297 $335 Million

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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