A detailed history of Angeles Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 9,089 shares of IEFA stock, worth $806,648. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,089
Previous 6,085 49.37%
Holding current value
$806,648
Previous $507,000 56.41%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Nov 12, 2025

BUY
$81.7 - $87.53 $245,426 - $262,940
3,004 Added 49.37%
9,089 $793,000
Q2 2025

Jul 29, 2025

BUY
$67.83 - $84.09 $355,904 - $441,220
5,247 Added 626.13%
6,085 $507,000
Q1 2025

May 07, 2025

BUY
$69.57 - $78.65 $14,261 - $16,123
205 Added 32.39%
838 $63,000
Q4 2024

Jan 28, 2025

SELL
$70.06 - $77.43 $38,813 - $42,896
-554 Reduced 46.67%
633 $44,000
Q4 2023

Feb 13, 2024

BUY
$61.3 - $70.47 $17,960 - $20,647
293 Added 32.77%
1,187 $83,000
Q3 2023

Oct 27, 2023

SELL
$64.04 - $69.58 $19,852 - $21,569
-310 Reduced 25.75%
894 $57,000
Q2 2023

Aug 10, 2023

BUY
$66.03 - $69.1 $462 - $483
7 Added 0.58%
1,204 $81,000
Q4 2022

Feb 14, 2023

SELL
$52.35 - $63.65 $23,191 - $28,196
-443 Reduced 27.01%
1,197 $73,000
Q1 2022

May 16, 2022

BUY
$63.26 - $75.48 $103,746 - $123,787
1,640 New
1,640 $114,000

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, LLC 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 Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.