Marshall & Sterling Wealth Advisors Inc. Ishares Tr Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,533 shares of IEFA stock, worth $136,053. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,533
Previous 1,535 0.13%
Holding current value
$136,053
Previous $128 Million 4.45%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 07, 2025
SELL
$81.7 - $87.53 $163 - $175
-2 Reduced 0.13%
1,533 $134 Million
Q2 2025

Aug 12, 2025
SELL
$67.83 - $84.09 $12,412 - $15,388
-183 Reduced 10.65%
1,535 $128 Million
Q1 2025

May 15, 2025
BUY
$69.57 - $78.65 $83,762 - $94,694
1,204 Added 234.24%
1,718 $130 Million
Q4 2024

Feb 14, 2025
BUY
$70.06 - $77.43 $36,010 - $39,799
514 New
514 $36.1 Million

Others Institutions Holding IEFA

# of Institutions
2,442
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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