Confluence Wealth Services, Inc. Ishares Tr Transaction History

Confluence Wealth Services, Inc.

$1.86 Billion
Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 57,898 shares of IEFA stock, worth $5.14 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

57,898

Previous 58,204 0.53%

Holding current value

$5.14 Million

Previous $4.86 Million 4.06%

% of portfolio

0.27%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$81.7 - $87.53 $25,000 - $26,784	-306 Reduced 0.53%	57,898 $5.06 Million
Q2 2025 Jul 22, 2025	BUY	$67.83 - $84.09 $314,459 - $389,841	4,636 Added 8.65%	58,204 $4.86 Million
Q1 2025 Apr 24, 2025	SELL	$69.57 - $78.65 $210,031 - $237,444	-3,019 Reduced 5.34%	53,568 $4.05 Million
Q4 2024 Jan 27, 2025	BUY	$70.06 - $77.43 $7,426 - $8,207	106 Added 0.19%	56,587 $3.98 Million
Q3 2024 Oct 29, 2024	BUY	$70.09 - $78.74 $15,069 - $16,929	215 Added 0.38%	56,481 $4.41 Million

Q2 2024 Jul 31, 2024	BUY	$70.77 - $76.19 $84,782 - $91,275	1,198 Added 2.18%	56,266 $4.09 Million
Q1 2024 Apr 22, 2024	SELL	$68.14 - $74.43 $161,082 - $175,952	-2,364 Reduced 4.12%	55,068 $4.09 Million
Q4 2023 Jan 25, 2024	BUY	$61.3 - $70.47 $3.52 Million - $4.05 Million	57,432 New	57,432 $4.04 Million
Q2 2022 Aug 15, 2022	SELL	$57.91 - $70.46 $275,709 - $335,460	-4,761 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$63.26 - $75.48 $339,073 - $404,572	-5,360 Reduced 52.96%	4,761 $330,000
Q4 2021 Feb 10, 2022	BUY	$72.36 - $77.76 $732,355 - $787,008	10,121 New	10,121 $755,000

Others Institutions Holding IEFA

# of Institutions

2,415

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Account

Confluence Wealth Services, Inc. Ishares Tr Transaction History