Phillips Wealth Planners LLC Ishares Tr Transaction History

Phillips Wealth Planners LLC

$120 Billion
Q3 2025

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Tr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 5,334 shares of IEFA stock, worth $473,392. This represents 0.39% of its overall portfolio holdings.

Number of Shares

5,334

Previous 5,369 0.65%

Holding current value

$473,392

Previous $447 Million 6.16%

% of portfolio

0.39%

Previous 0.41%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$81.7 - $87.53 $2,859 - $3,063	-35 Reduced 0.65%	5,334 $475 Million
Q2 2025 Jul 11, 2025	BUY	$67.83 - $84.09 $203 - $252	3 Added 0.06%	5,369 $447 Million
Q1 2025 Apr 23, 2025	SELL	$69.57 - $78.65 $46,611 - $52,695	-670 Reduced 11.1%	5,366 $394 Million
Q4 2024 Jan 17, 2025	BUY	$70.06 - $77.43 $53,455 - $59,079	763 Added 14.47%	6,036 $421 Million
Q3 2024 Oct 28, 2024	BUY	$70.09 - $78.74 $2,523 - $2,834	36 Added 0.69%	5,273 $400 Million

Q2 2024 Aug 02, 2024	BUY	$70.77 - $76.19 $7,643 - $8,228	108 Added 2.11%	5,237 $391 Million
Q1 2024 Apr 29, 2024	SELL	$68.14 - $74.43 $29,232 - $31,930	-429 Reduced 7.72%	5,129 $364 Million
Q4 2023 Feb 12, 2024	BUY	$61.3 - $70.47 $79,322 - $91,188	1,294 Added 30.35%	5,558 $382 Million
Q3 2023 Oct 30, 2023	SELL	$64.04 - $69.58 $4,034 - $4,383	-63 Reduced 1.46%	4,264 $267 Million
Q2 2023 Jul 26, 2023	SELL	$66.03 - $69.1 $17,035 - $17,827	-258 Reduced 5.63%	4,327 $292 Million
Q1 2023 May 15, 2023	SELL	$62.17 - $67.7 $19,956 - $21,731	-321 Reduced 6.54%	4,585 $315 Million
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $256,829 - $312,266	4,906 New	4,906 $328 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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Phillips Wealth Planners LLC Ishares Tr Transaction History