Vision Point Advisory Group, LLC Ishares Tr Transaction History

Vision Point Advisory Group, LLC

$473 Million
Q3 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 26,713 shares of IEFA stock, worth $2.37 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

26,713

Previous 20,475 30.47%

Holding current value

$2.37 Million

Previous $1.71 Million 36.45%

% of portfolio

0.49%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$81.7 - $87.53 $509,644 - $546,012	6,238 Added 30.47%	26,713 $2.33 Million
Q2 2025 Jul 09, 2025	BUY	$67.83 - $84.09 $770,345 - $955,010	11,357 Added 124.56%	20,475 $1.71 Million
Q1 2025 Apr 23, 2025	BUY	$69.57 - $78.65 $634,339 - $717,130	9,118 New	9,118 $689,000
Q4 2023 Feb 07, 2024	BUY	$61.3 - $70.47 $122 - $140	2 New	2 $0
Q2 2023 Aug 21, 2023	BUY	$66.03 - $69.1 $3,499 - $3,662	53 New	53 $3,000

Q1 2021 May 14, 2021	SELL	$68.58 - $73.12 $261,632 - $278,952	-3,815 Closed	0 $0
Q4 2020 Feb 08, 2021	SELL	$58.13 - $69.71 $43,190 - $51,794	-743 Reduced 16.3%	3,815 $264,000
Q3 2020 Nov 12, 2020	BUY	$57.43 - $62.28 $2,412 - $2,615	42 Added 0.93%	4,558 $275,000
Q2 2020 Aug 14, 2020	BUY	$47.43 - $60.75 $214,193 - $274,347	4,516 New	4,516 $269,000

Others Institutions Holding IEFA

# of Institutions

2,414

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

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About ISHARES TR

Ticker IEFA
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Vision Point Advisory Group, LLC Ishares Tr Transaction History