Dean, Jacobson Financial Services, LLC Ishares Tr Transaction History

Dean, Jacobson Financial Services, LLC

$137 Million
Q3 2025

A detailed history of Dean, Jacobson Financial Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dean, Jacobson Financial Services, LLC holds 317,465 shares of IEFA stock, worth $28.2 Million. This represents 20.21% of its overall portfolio holdings.

Number of Shares

317,465

Previous 314,601 0.91%

Holding current value

$28.2 Million

Previous $26.3 Million 5.54%

% of portfolio

20.21%

Previous 20.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 09, 2025	BUY	$81.7 - $87.53 $233,988 - $250,685	2,864 Added 0.91%	317,465 $27.7 Million
Q2 2025 Aug 14, 2025	SELL	$67.83 - $84.09 $1.12 Million - $1.38 Million	-16,456 Reduced 4.97%	314,601 $26.3 Million
Q1 2025 Apr 25, 2025	SELL	$69.57 - $78.65 $54,682 - $61,818	-786 Reduced 0.24%	331,057 $25 Million
Q4 2024 Jan 22, 2025	BUY	$70.06 - $77.43 $892,564 - $986,458	12,740 Added 3.99%	331,843 $23.3 Million
Q3 2024 Oct 24, 2024	SELL	$70.09 - $78.74 $161,136 - $181,023	-2,299 Reduced 0.72%	319,103 $24.9 Million

Q2 2024 Aug 09, 2024	BUY	$70.77 - $76.19 $201,057 - $216,455	2,841 Added 0.89%	321,402 $23.3 Million
Q1 2024 Apr 19, 2024	BUY	$68.14 - $74.43 $101,460 - $110,826	1,489 Added 0.47%	318,561 $23.6 Million
Q4 2023 Feb 07, 2024	SELL	$61.3 - $70.47 $758,158 - $871,572	-12,368 Reduced 3.75%	317,072 $22.3 Million
Q3 2023 Oct 13, 2023	BUY	$64.04 - $69.58 $303,165 - $329,391	4,734 Added 1.46%	329,440 $21.2 Million
Q2 2023 Jul 26, 2023	SELL	$66.03 - $69.1 $162,829 - $170,400	-2,466 Reduced 0.75%	324,706 $21.9 Million
Q1 2023 May 15, 2023	BUY	$62.17 - $67.7 $20.3 Million - $22.1 Million	327,172 New	327,172 $21.9 Million
Q1 2022 May 02, 2022	SELL	$63.26 - $75.48 $18.5 Million - $22.1 Million	-292,280 Closed	0 $0
Q4 2021 Feb 16, 2022	SELL	$72.36 - $77.76 $45,731 - $49,144	-632 Reduced 0.22%	292,280 $21.8 Million
Q4 2021 Feb 15, 2022	BUY	$72.36 - $77.76 $21.2 Million - $22.8 Million	292,912 New	292,912 $21.9 Million

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
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Dean, Jacobson Financial Services, LLC Ishares Tr Transaction History