Uptown Financial Advisors LLC Ishares Tr Transaction History

Uptown Financial Advisors LLC

  • $140 Billion
  • Q4 2025

A detailed history of Uptown Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 4,660 shares of IEFA stock, worth $413,575. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,660
Previous 4,588 1.57%
Holding current value
$413,575
Previous $401 Million 4.08%
% of portfolio
0.3%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$86.09 - $89.88 $6,198 - $6,471
72 Added 1.57%
4,660 $417 Million
Q3 2025

Oct 15, 2025
BUY
$81.7 - $87.53 $1,634 - $1,750
20 Added 0.44%
4,588 $401 Million
Q2 2025

Jul 10, 2025
BUY
$67.83 - $84.09 $309,847 - $384,123
4,568 New
4,568 $381 Million

Others Institutions Holding IEFA

# of Institutions
2,459
Shares Held
1.61B
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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