National Wealth Management Group, LLC Ishares Tr Transaction History

National Wealth Management Group, LLC

  • $265 Billion
  • Q3 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 3,564 shares of IEFA stock, worth $316,305. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,564
Holding current value
$316,305
% of portfolio
0.12%

Shares

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

Oct 31, 2025
BUY
$81.7 - $87.53 $291,178 - $311,956
3,564 New
3,564 $311 Million
Q1 2023

May 15, 2023
BUY
$62.17 - $67.7 $230,961 - $251,505
3,715 New
3,715 $254 Million
Q2 2022

Nov 17, 2023
SELL
$57.91 - $70.46 $223,358 - $271,764
-3,857 Closed
0 $0
Q1 2022

Nov 17, 2023
SELL
$63.26 - $75.48 $25,810 - $30,795
-408 Reduced 9.57%
3,857 $268 Million
Q4 2021

Nov 17, 2023
BUY
$72.36 - $77.76 $308,615 - $331,646
4,265 New
4,265 $318 Million

Others Institutions Holding IEFA

# of Institutions
2,419
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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