Morton Capital Management Llc/Ca Ishares Tr Transaction History

Morton Capital Management Llc/Ca

$609 Billion
Q3 2025

A detailed history of Morton Capital Management Llc/Ca transactions in Ishares Tr stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 23,330 shares of IEFA stock, worth $2.07 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

23,330

Previous 23,240 0.39%

Holding current value

$2.07 Million

Previous $1.94 Billion 4.99%

% of portfolio

0.33%

Previous 0.34%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$81.7 - $87.53 $7,353 - $7,877	90 Added 0.39%	23,330 $2.04 Billion
Q2 2025 Jul 23, 2025	BUY	$67.83 - $84.09 $5,494 - $6,811	81 Added 0.35%	23,240 $1.94 Billion
Q1 2025 Apr 17, 2025	SELL	$69.57 - $78.65 $7,791 - $8,808	-112 Reduced 0.48%	23,159 $1.75 Billion
Q4 2024 Jan 14, 2025	BUY	$70.06 - $77.43 $18,916 - $20,906	270 Added 1.17%	23,271 $1.64 Billion
Q3 2024 Oct 08, 2024	BUY	$70.09 - $78.74 $1.18 Million - $1.32 Million	16,818 Added 272.0%	23,001 $1.8 Billion

Q2 2024 Jul 12, 2024	SELL	$70.77 - $76.19 $17,126 - $18,437	-242 Reduced 3.77%	6,183 $449 Million
Q1 2024 Apr 12, 2024	BUY	$68.14 - $74.43 $16,489 - $18,012	242 Added 3.91%	6,425 $477 Million
Q3 2023 Dec 05, 2023	BUY	$64.04 - $69.58 $173,740 - $188,770	2,713 Added 78.18%	6,183 $398 Million
Q2 2023 Dec 05, 2023	BUY	$66.03 - $69.1 $229,124 - $239,776	3,470 New	3,470 $234 Million
Q1 2022 Dec 05, 2023	SELL	$63.26 - $75.48 $282,076 - $336,565	-4,459 Closed	0 $0
Q4 2021 Dec 05, 2023	BUY	$72.36 - $77.76 $322,653 - $346,731	4,459 New	4,459 $333 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
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Morton Capital Management Llc/Ca Ishares Tr Transaction History