Schrum Private Wealth Management LLC Ishares Tr Transaction History

Schrum Private Wealth Management LLC

$135 Million
Q3 2025

A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 9,732 shares of IEFA stock, worth $863,715. This represents 0.63% of its overall portfolio holdings.

Number of Shares

9,732

Previous 9,025 7.83%

Holding current value

$863,715

Previous $753,000 12.75%

% of portfolio

0.63%

Previous 0.61%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$81.7 - $87.53 $57,761 - $61,883	707 Added 7.83%	9,732 $849,000
Q2 2025 Jul 23, 2025	BUY	$67.83 - $84.09 $60,504 - $75,008	892 Added 10.97%	9,025 $753,000
Q1 2025 May 02, 2025	SELL	$69.57 - $78.65 $90,510 - $102,323	-1,301 Reduced 13.79%	8,133 $615,000
Q4 2024 Feb 06, 2025	SELL	$70.06 - $77.43 $167,583 - $185,212	-2,392 Reduced 20.23%	9,434 $663,000
Q3 2024 Nov 05, 2024	BUY	$70.09 - $78.74 $382,691 - $429,920	5,460 Added 85.77%	11,826 $923,000

Q2 2024 Jul 30, 2024	BUY	$70.77 - $76.19 $57,465 - $61,866	812 Added 14.62%	6,366 $462,000
Q1 2024 May 02, 2024	BUY	$68.14 - $74.43 $91,375 - $99,810	1,341 Added 31.83%	5,554 $412,000
Q4 2023 Jan 25, 2024	SELL	$61.3 - $70.47 $56,150 - $64,550	-916 Reduced 17.86%	4,213 $296,000
Q3 2023 Nov 06, 2023	BUY	$64.04 - $69.58 $90,360 - $98,177	1,411 Added 37.95%	5,129 $330,000
Q2 2023 Jul 24, 2023	BUY	$66.03 - $69.1 $14,922 - $15,616	226 Added 6.47%	3,718 $250,000
Q1 2023 Apr 19, 2023	SELL	$62.17 - $67.7 $90,643 - $98,706	-1,458 Reduced 29.45%	3,492 $233,000
Q4 2022 Jan 19, 2023	BUY	$52.35 - $63.65 $259,132 - $315,067	4,950 New	4,950 $0

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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Schrum Private Wealth Management LLC Ishares Tr Transaction History