Simplicity Wealth,Llc Ishares Tr Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 39,467 shares of IEFA stock, worth $2.95 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

39,467

Previous 28,619 37.9%

Holding current value

$2.95 Million

Previous $2.01 Million 49.93%

% of portfolio

0.25%

Previous 0.44%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$69.57 - $78.65 $754,695 - $853,195	10,848 Added 37.9%	39,467 $3.02 Million
Q4 2024 Feb 07, 2025	BUY	$70.06 - $77.43 $71,391 - $78,901	1,019 Added 3.69%	28,619 $2.01 Million
Q3 2024 Oct 09, 2024	SELL	$70.09 - $78.74 $5.44 Million - $6.11 Million	-77,615 Reduced 73.77%	27,600 $2.15 Million
Q2 2024 Jul 10, 2024	BUY	$70.77 - $76.19 $395,321 - $425,597	5,586 Added 5.61%	105,215 $7.64 Million
Q1 2024 Apr 24, 2024	BUY	$68.14 - $74.43 $6.79 Million - $7.42 Million	99,629 New	99,629 $7.39 Million

Others Institutions Holding IEFA

# of Institutions

2,174

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account

Simplicity Wealth,Llc Ishares Tr Transaction History