Capital Advisors Wealth Management, LLC Ishares Tr Transaction History

Capital Advisors Wealth Management, LLC

$681 Million
Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 10,187 shares of IEFA stock, worth $904,096. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,187

Previous 2,881 253.59%

Holding current value

$904,096

Previous $240,000 270.42%

% of portfolio

0.13%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$81.7 - $87.53 $596,900 - $639,494	7,306 Added 253.59%	10,187 $889,000
Q2 2025 Aug 13, 2025	SELL	$67.83 - $84.09 $881 - $1,093	-13 Reduced 0.45%	2,881 $240,000
Q1 2025 Apr 24, 2025	BUY	$69.57 - $78.65 $973 - $1,101	14 Added 0.49%	2,894 $218,000
Q4 2024 Jan 14, 2025	SELL	$70.06 - $77.43 $16,884 - $18,660	-241 Reduced 7.72%	2,880 $202,000
Q3 2024 Oct 15, 2024	SELL	$70.09 - $78.74 $3,504 - $3,936	-50 Reduced 1.58%	3,121 $243,000

Q1 2024 Apr 12, 2024	SELL	$68.14 - $74.43 $34,070 - $37,215	-500 Reduced 13.62%	3,171 $235,000
Q3 2023 Oct 10, 2023	BUY	$64.04 - $69.58 $235,090 - $255,428	3,671 New	3,671 $236,000

Others Institutions Holding IEFA

# of Institutions

2,443

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

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Capital Advisors Wealth Management, LLC Ishares Tr Transaction History