Heritage Wealth Advisors Ishares Tr Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,563,337 shares of IEFA stock, worth $227 Million. This represents 10.2% of its overall portfolio holdings.

Number of Shares
2,563,337
Previous 2,470,819 3.74%
Holding current value
$227 Million
Previous $206 Million 8.5%
% of portfolio
10.2%
Previous 10.17%

Shares

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

Nov 12, 2025
BUY
$81.7 - $87.53 $7.56 Million - $8.1 Million
92,518 Added 3.74%
2,563,337 $224 Million
Q2 2025

Aug 11, 2025
BUY
$67.83 - $84.09 $50.6 Million - $62.7 Million
745,740 Added 43.23%
2,470,819 $206 Million
Q1 2025

May 08, 2025
SELL
$69.57 - $78.65 $528,801 - $597,818
-7,601 Reduced 0.44%
1,725,079 $131 Million
Q4 2024

Feb 11, 2025
BUY
$70.06 - $77.43 $2.96 Million - $3.27 Million
42,201 Added 2.5%
1,732,680 $122 Million
Q3 2024

Nov 12, 2024
BUY
$70.09 - $78.74 $837,435 - $940,785
11,948 Added 0.71%
1,690,479 $132 Million
Q2 2024

Dec 12, 2024
BUY
$70.77 - $76.19 $1.05 Million - $1.13 Million
14,885 Added 0.89%
1,678,531 $122 Million
Q2 2024

Aug 05, 2024
BUY
$70.77 - $76.19 $1.04 Million - $1.12 Million
14,713 Added 0.88%
1,678,531 $122 Million
Q1 2024

Dec 12, 2024
BUY
$68.14 - $74.43 $1.09 Million - $1.19 Million
15,987 Added 0.97%
1,663,646 $123 Million
Q1 2024

May 08, 2024
BUY
$68.14 - $74.43 $1.09 Million - $1.19 Million
15,987 Added 0.97%
1,663,818 $123 Million
Q4 2023

Dec 12, 2024
SELL
$61.3 - $70.47 $202,657 - $232,973
-3,306 Reduced 0.2%
1,647,659 $116 Million
Q4 2023

Feb 09, 2024
SELL
$61.3 - $70.47 $192,114 - $220,852
-3,134 Reduced 0.19%
1,647,831 $116 Million
Q3 2023

Dec 12, 2024
BUY
$64.04 - $69.58 $562,911 - $611,608
8,790 Added 0.54%
1,650,965 $106 Million
Q3 2023

Nov 08, 2023
BUY
$64.04 - $69.58 $562,911 - $611,608
8,790 Added 0.54%
1,650,965 $106 Million
Q2 2023

Dec 12, 2024
SELL
$66.03 - $69.1 $3.19 Million - $3.34 Million
-48,304 Reduced 2.86%
1,642,175 $111 Million
Q2 2023

Aug 09, 2023
SELL
$66.03 - $69.1 $1.04 Million - $1.09 Million
-15,715 Reduced 0.95%
1,642,175 $111 Million
Q1 2023

May 04, 2023
BUY
$62.17 - $67.7 $1.32 Million - $1.43 Million
21,154 Added 1.29%
1,657,890 $111 Million
Q4 2022

Dec 12, 2024
BUY
$52.35 - $63.65 $2.38 Million - $2.89 Million
45,388 Added 2.85%
1,636,736 $101 Million
Q4 2022

Feb 06, 2023
BUY
$52.35 - $63.65 $2.38 Million - $2.89 Million
45,388 Added 2.85%
1,636,736 $101 Million
Q3 2022

Dec 12, 2024
SELL
$52.32 - $63.1 $5.19 Million - $6.26 Million
-99,131 Reduced 5.86%
1,591,348 $83.8 Million
Q3 2022

Nov 10, 2022
BUY
$52.32 - $63.1 $1.99 Million - $2.4 Million
38,069 Added 2.45%
1,591,348 $83.8 Million
Q2 2022

Aug 04, 2022
SELL
$57.91 - $70.46 $6.59 Million - $8.01 Million
-113,718 Reduced 6.82%
1,553,279 $91.4 Million
Q1 2022

May 11, 2022
BUY
$63.26 - $75.48 $54 Million - $64.4 Million
853,544 Added 104.93%
1,666,997 $116 Million
Q4 2021

Feb 02, 2022
BUY
$72.36 - $77.76 $3.85 Million - $4.13 Million
53,138 Added 6.99%
813,453 $60.7 Million
Q3 2021

Nov 02, 2021
BUY
$72.98 - $78.2 $2.77 Million - $2.97 Million
37,987 Added 5.26%
760,315 $56.5 Million
Q2 2021

Aug 09, 2021
BUY
$73.11 - $77.88 $18 Million - $19.2 Million
246,100 Added 51.68%
722,328 $54.1 Million
Q2 2021

Jul 27, 2021
SELL
$73.11 - $77.88 $4.35 Million - $4.63 Million
-59,482 Reduced 11.1%
476,228 $32.9 Million
Q1 2021

Apr 27, 2021
BUY
$68.58 - $73.12 $4.08 Million - $4.35 Million
59,482 Added 12.49%
535,710 $38.6 Million
Q4 2020

Feb 01, 2021
SELL
$58.13 - $69.71 $31,564 - $37,852
-543 Reduced 0.11%
476,228 $32.9 Million
Q3 2020

Nov 03, 2020
SELL
$57.43 - $62.28 $445,082 - $482,670
-7,750 Reduced 1.6%
476,771 $28.7 Million
Q2 2020

Jul 17, 2020
SELL
$47.43 - $60.75 $26.3 Million - $33.6 Million
-553,684 Reduced 98.49%
8,482 $27.7 Million
Q2 2020

Jul 17, 2020
BUY
$47.43 - $60.75 $22.6 Million - $28.9 Million
476,039 Added 5612.34%
484,521 $27.7 Million
Q1 2020

May 05, 2020
SELL
$43.31 - $66.12 $886,122 - $1.35 Million
-20,460 Reduced 3.51%
562,166 $28 Million
Q4 2019

Feb 04, 2020
BUY
$59.36 - $65.51 $2.23 Million - $2.46 Million
37,527 Added 6.88%
582,626 $38 Million
Q3 2019

Oct 30, 2019
BUY
$57.44 - $62.42 $1.26 Million - $1.37 Million
21,902 Added 4.19%
545,099 $33.3 Million
Q2 2019

Aug 05, 2019
BUY
$59.39 - $62.73 $718,619 - $759,033
12,100 Added 2.37%
523,197 $0
Q1 2019

May 06, 2019
BUY
$54.44 - $61.46 $1.62 Million - $1.83 Million
29,706 Added 6.17%
511,097 $0
Q4 2018

Jan 28, 2019
BUY
$53.06 - $64.19 $24.7 Million - $29.9 Million
466,087 Added 3045.52%
481,391 $26.5 Million
Q3 2018

Nov 14, 2018
BUY
$61.82 - $65.16 $486,647 - $512,939
7,872 Added 105.92%
15,304 $980,000
Q2 2018

Jul 19, 2018
BUY
$62.74 - $67.79 $7,842 - $8,473
125 Added 1.71%
7,432 $470,000
Q1 2018

May 10, 2018
BUY
$64.18 - $70.84 $36,390 - $40,166
567 Added 8.41%
7,307 $482,000
Q3 2017

Nov 07, 2017
BUY
$62.19 - $64.17 $419,160 - $432,505
6,740
6,740 $433,000

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

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