Independent Solutions Wealth Management, LLC Ishares Tr Transaction History

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 148,399 shares of IEFA stock, worth $10.9 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
148,399
Previous 143,084 3.71%
Holding current value
$10.9 Million
Previous $10.4 Billion 11.44%
% of portfolio
2.62%
Previous 2.38%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 19, 2024
BUY
$70.09 - $78.74 $372,528 - $418,503
5,315 Added 3.71%
148,399 $11.6 Billion
Q2 2024

Dec 19, 2024
BUY
$70.77 - $76.19 $29,015 - $31,237
410 Added 0.29%
143,084 $10.4 Billion
Q1 2024

Dec 19, 2024
BUY
$68.14 - $74.43 $87,628 - $95,716
1,286 Added 0.91%
142,674 $10.6 Billion
Q4 2023

Dec 19, 2024
SELL
$61.3 - $70.47 $84,226 - $96,825
-1,374 Reduced 0.96%
141,388 $9.95 Billion
Q3 2023

Dec 19, 2024
SELL
$64.04 - $69.58 $82,867 - $90,036
-1,294 Reduced 0.9%
142,762 $9.19 Billion
Q2 2023

Dec 19, 2024
SELL
$66.03 - $69.1 $37,042 - $38,765
-561 Reduced 0.39%
144,056 $9.72 Billion
Q1 2023

Dec 19, 2024
SELL
$62.17 - $67.7 $443,023 - $482,430
-7,126 Reduced 4.7%
144,617 $9.67 Billion
Q4 2022

Dec 19, 2024
SELL
$52.35 - $63.65 $655,579 - $797,088
-12,523 Reduced 7.62%
151,743 $9.35 Billion
Q3 2022

Dec 19, 2024
SELL
$52.32 - $63.1 $63,097 - $76,098
-1,206 Reduced 0.73%
164,266 $8.65 Billion
Q2 2022

Dec 19, 2024
BUY
$57.91 - $70.46 $2.19 Million - $2.66 Million
37,808 Added 29.62%
165,472 $9.74 Billion
Q1 2022

Dec 19, 2024
BUY
$63.26 - $75.48 $85,907 - $102,501
1,358 Added 1.08%
127,664 $8.87 Billion
Q4 2021

Dec 19, 2024
SELL
$72.36 - $77.76 $179,597 - $193,000
-2,482 Reduced 1.93%
126,306 $9.43 Billion
Q3 2021

Dec 19, 2024
SELL
$72.98 - $78.2 $884,590 - $947,862
-12,121 Reduced 8.6%
128,788 $9.56 Billion
Q2 2021

Dec 19, 2024
SELL
$73.11 - $77.88 $250,401 - $266,739
-3,425 Reduced 2.37%
140,909 $10.5 Billion
Q1 2021

Dec 19, 2024
BUY
$68.58 - $73.12 $654,870 - $698,222
9,549 Added 7.08%
144,334 $10.4 Billion
Q4 2020

Dec 19, 2024
BUY
$58.13 - $69.71 $391,854 - $469,915
6,741 Added 5.26%
134,785 $9.31 Billion
Q3 2020

Dec 19, 2024
BUY
$57.43 - $62.28 $86,604 - $93,918
1,508 Added 1.19%
128,044 $7.72 Billion
Q2 2020

Dec 19, 2024
SELL
$47.43 - $60.75 $283,583 - $363,224
-5,979 Reduced 4.51%
126,536 $7.23 Billion
Q1 2020

Dec 19, 2024
BUY
$43.31 - $66.12 $536,091 - $818,433
12,378 Added 10.3%
132,515 $6.61 Billion
Q4 2019

Dec 13, 2024
BUY
$59.36 - $65.51 $7.13 Million - $7.87 Million
120,137 New
120,137 $7.84 Billion

Others Institutions Holding IEFA

# of Institutions
2,048
Shares Held
1.45B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

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