Beverly Hills Private Wealth, LLC Ishares Tr Transaction History

Beverly Hills Private Wealth, LLC

$567 Billion
Q3 2025

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 10,376 shares of IEFA stock, worth $920,870. This represents 0.16% of its overall portfolio holdings.

Number of Shares

10,376

Previous 9,250 12.17%

Holding current value

$920,870

Previous $772 Million 17.32%

% of portfolio

0.16%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$81.7 - $87.53 $91,994 - $98,558	1,126 Added 12.17%	10,376 $906 Million
Q2 2025 Jul 29, 2025	BUY	$67.83 - $84.09 $135 - $168	2 Added 0.02%	9,250 $772 Million
Q1 2025 Apr 29, 2025	SELL	$69.57 - $78.65 $52,247 - $59,066	-751 Reduced 7.51%	9,248 $700 Million
Q4 2024 Feb 13, 2025	BUY	$70.06 - $77.43 $35,030 - $38,715	500 Added 5.26%	9,999 $703 Million
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $43,105 - $48,425	615 Added 6.92%	9,499 $741 Million

Q2 2024 Aug 07, 2024	BUY	$70.77 - $76.19 $55,059 - $59,275	778 Added 9.6%	8,884 $645 Million
Q1 2024 May 08, 2024	SELL	$68.14 - $74.43 $83,471 - $91,176	-1,225 Reduced 13.13%	8,106 $602 Million
Q4 2023 Jan 29, 2024	BUY	$61.3 - $70.47 $571,990 - $657,555	9,331 New	9,331 $656 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

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Beverly Hills Private Wealth, LLC Ishares Tr Transaction History