A detailed history of Iams Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 4,515 shares of IEFA stock, worth $400,706. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,515
Previous 3,034 48.81%
Holding current value
$400,706
Previous $253 Million 55.64%
% of portfolio
0.16%
Previous 0.12%

Shares

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

Oct 15, 2025

BUY
$81.7 - $87.53 $120,997 - $129,631
1,481 Added 48.81%
4,515 $394 Million
Q3 2024

Oct 11, 2024

BUY
$70.09 - $78.74 $212,653 - $238,897
3,034 New
3,034 $237 Million

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.