Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 108,602 shares of IEFA stock, worth $9.64 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

108,602

Previous 109,018 0.38%

Holding current value

$9.64 Million

Previous $9.1 Million 104098.08%

% of portfolio

0.19%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$81.7 - $87.53 $33,987 - $36,412	-416 Reduced 0.38%	108,602 $9.48 Billion
Q2 2025 Nov 12, 2025	BUY	$67.83 - $84.09 $701,972 - $870,247	10,349 Added 10.49%	109,018 $9.1 Million
Q2 2025 Aug 14, 2025	SELL	$67.83 - $84.09 $278,577 - $345,357	-4,107 Reduced 4.0%	98,669 $8.24 Million
Q1 2025 May 15, 2025	BUY	$69.57 - $78.65 $6.4 Million - $7.24 Million	92,015 Added 855.08%	102,776 $7.78 Billion
Q4 2024 May 30, 2025	SELL	$70.06 - $77.43 $6.4 Million - $7.07 Million	-91,322 Reduced 88.86%	11,454 $804,000

Q4 2024 May 29, 2025	SELL	$70.06 - $77.43 $6.4 Million - $7.07 Million	-91,322 Reduced 88.86%	11,454 $804,000
Q4 2024 Feb 11, 2025	BUY	$70.06 - $77.43 $176,831 - $195,433	2,524 Added 30.64%	10,761 $801 Million
Q3 2024 May 30, 2025	SELL	$70.09 - $78.74 $6.63 Million - $7.45 Million	-94,562 Reduced 92.01%	8,214 $641,000
Q3 2024 May 29, 2025	SELL	$70.09 - $78.74 $6.63 Million - $7.45 Million	-94,562 Reduced 92.01%	8,214 $641,000
Q3 2024 Nov 05, 2024	SELL	$70.09 - $78.74 $8,761 - $9,842	-125 Reduced 1.49%	8,237 $643 Million
Q2 2024 May 29, 2025	SELL	$70.77 - $76.19 $6.68 Million - $7.2 Million	-94,437 Reduced 91.89%	8,339 $605,000
Q2 2024 Aug 07, 2024	SELL	$70.77 - $76.19 $7,077 - $7,619	-100 Reduced 1.18%	8,362 $607 Million
Q1 2024 May 28, 2025	SELL	$68.14 - $74.43 $6.43 Million - $7.02 Million	-94,349 Reduced 91.8%	8,427 $625 Million
Q1 2024 May 13, 2024	BUY	$68.14 - $74.43 $576,600 - $629,826	8,462 New	8,462 $632 Million

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

Ticker IEFA
Sector ETFs
Industry ETFs

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Modern Wealth Management, LLC Ishares Tr Transaction History