Peak Retirement Planning, Inc. Ishares Tr Transaction History

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025

A detailed history of Peak Retirement Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 4,400 shares of IEFA stock, worth $390,500. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,400
Previous 4,400 -0.0%
Holding current value
$390,500
Previous $367 Million 4.59%
% of portfolio
0.11%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Nov 04, 2025
BUY
$67.83 - $84.09 $20,959 - $25,983
309 Added 7.55%
4,400 $367 Million
Q1 2025

Nov 04, 2025
BUY
$69.57 - $78.65 $6,122 - $6,921
88 Added 2.2%
4,091 $309 Million
Q4 2024

Feb 20, 2025
BUY
$70.06 - $77.43 $280,450 - $309,952
4,003 New
4,003 $281 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
Track This Portfolio

Track Peak Retirement Planning, Inc. Portfolio

Follow Peak Retirement Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email