Family Wealth Group, LLC Ishares Tr Transaction History

Family Wealth Group, LLC

  • $105 Million
  • Q3 2025

A detailed history of Family Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Family Wealth Group, LLC holds 2,715 shares of IEFA stock, worth $240,956. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,715
Previous 2,591 4.79%
Holding current value
$240,956
Previous $216,000 9.72%
% of portfolio
0.23%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$81.7 - $87.53 $10,130 - $10,853
124 Added 4.79%
2,715 $237,000
Q2 2025

Aug 04, 2025
BUY
$67.83 - $84.09 $175,747 - $217,877
2,591 New
2,591 $216,000
Q3 2024

Apr 01, 2025
SELL
$70.09 - $78.74 $40,792 - $45,826
-582 Reduced 18.18%
2,620 $204,000
Q3 2024

Nov 14, 2024
BUY
$70.09 - $78.74 $180,762 - $203,070
2,579 New
2,579 $201,000
Q4 2023

Apr 01, 2025
BUY
$61.3 - $70.47 $38,189 - $43,902
623 Added 24.16%
3,202 $225 Million
Q4 2023

Feb 14, 2024
BUY
$61.3 - $70.47 $214,917 - $247,067
3,506 New
3,506 $246,000

Others Institutions Holding IEFA

# of Institutions
2,419
Shares Held
1.6B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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