Instrumental Wealth, LLC Ishares Tr Transaction History

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Instrumental Wealth, LLC holds 111,342 shares of IEFA stock, worth $9.88 Million. This represents 6.9% of its overall portfolio holdings.

Number of Shares
111,342
Previous 106,196 4.85%
Holding current value
$9.88 Million
Previous $8.73 Billion 12.67%
% of portfolio
6.9%
Previous 6.94%

Shares

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

Oct 31, 2025
BUY
$81.7 - $87.53 $420,428 - $450,429
5,146 Added 4.85%
111,342 $9.83 Billion
Q2 2025

Jul 16, 2025
BUY
$67.83 - $84.09 $161,978 - $200,806
2,388 Added 2.3%
106,196 $8.73 Billion
Q1 2025

Apr 28, 2025
BUY
$69.57 - $78.65 $308,473 - $348,734
4,434 Added 4.46%
103,808 $8.11 Billion
Q4 2024

Feb 24, 2025
BUY
$70.06 - $77.43 $6.96 Million - $7.69 Million
99,374 New
99,374 $7.51 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

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