Dynasty Wealth Management, LLC Ishares Tr Transaction History

Dynasty Wealth Management, LLC

$7.49 Trillion
Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 3,579,254 shares of IEFA stock, worth $318 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares

3,579,254

Previous 3,005,172 19.1%

Holding current value

$318 Million

Previous $251 Billion 24.57%

% of portfolio

4.17%

Previous 4.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$81.7 - $87.53 $46.9 Million - $50.2 Million	574,082 Added 19.1%	3,579,254 $313 Billion
Q2 2025 Aug 05, 2025	SELL	$67.83 - $84.09 $24.1 Million - $29.9 Million	-355,405 Reduced 10.58%	3,005,172 $251 Billion
Q1 2025 May 02, 2025	SELL	$69.57 - $78.65 $21.1 Million - $23.9 Million	-304,008 Reduced 8.3%	3,360,577 $254 Billion
Q4 2024 Feb 05, 2025	SELL	$70.06 - $77.43 $2.51 Million - $2.78 Million	-35,874 Reduced 0.97%	3,664,585 $258 Billion
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $110 Million - $124 Million	1,572,234 Added 73.88%	3,700,459 $198 Billion

Q2 2024 Aug 12, 2024	SELL	$70.77 - $76.19 $52.7 Million - $56.7 Million	-744,567 Reduced 25.92%	2,128,225 $155 Billion
Q1 2024 May 15, 2024	BUY	$68.14 - $74.43 $196 Million - $214 Million	2,872,792 New	2,872,792 $213 Billion

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

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Dynasty Wealth Management, LLC Ishares Tr Transaction History